Browsing: Retirement

Do you really want advice? In life? In financial matters? This question recently occupied my thoughts during a flight to Miami. A friend had asked me…

Most of us know that feeling lonely isn’t good for anyone. For our aging parents, who have to endure repeated losses, loneliness can become an acute,…

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements…

Sometimes it starts with a few simple tasks. You, the adult child agree to help Mom or Dad get to doctors’ appointments. Then you have to…

Economic policy uncertainty has surged since Donald Trump’s election. This can be bad, not just for the stock market, but also for business investments and for…

Despite President Trump’s repeated promises that “we’re not touching Social Security, other than to make it more efficient,” it appears his Administration is planning deep cuts…

Passing money from one generation to the next in trust can have its pitfalls. Often when a trust is created, the ultimate beneficiaries are not even…

When I talk to prospects and clients about retirement investing, no one usually thinks about what companies are inside their portfolio. They often have a shocked…

Many investors who prospered from gold’s bull market will be surprised by how profits on their gold investments are taxed. Gold is a collectible in the…

Hustle culture and the ever-shortening form of advice have led to the deification of undying devotion — whether to a cause, a goal, or a priority.…