How did the investment markets perform in 2021? Briefly, it was a very good year for the stock market but not so good for bonds. Stocks For […]
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Save More Money
It’s a new year again. After resolving to upgrade the exercise and downgrade the carbs, you may also be planning to save more money. If so, here’s […]
Things To Do While You’re Still Sentient
You may have reached a point in your life where you recognize that you’re: (a) not so young anymore but (b) still have your mental faculties fully […]
From the mailbag: I’m about to retire and I’m scared out of my stocks
A correspondent asked: I plan to retire in a couple of years and the current state of the world and stock market is scaring me. Should I […]
Questions To Ask Your Financial Advisor
So, you’re hiring a financial advisor and entrusting your life savings with her. As with any professional on whom you rely for expertise, how do you know […]
Saving For Retirement
How much should you save for retirement? There’s not a simple answer as everyone’s circumstances are different but I’ll offer a framework to think about this question.
Save Your Money
What are the best habits to create and sustain healthy saving behaviors? I’ve seen various strategies that range from stellar, to creative, to works in progress. From […]
Ode To A Roth IRA
For most people in most situations, a Roth retirement account is better than a pre-tax 401K or IRA, but keep in mind that either is better than […]
Teach Your Children Well
Developing financial literacy in kids is challenging. Given its importance, I have some suggestions for how to create good personal finance habits in our children. They may […]
Should you do a Roth IRA conversion?
You may have heard of a Roth IRA conversion and are wondering (a) what it is and (b) if you should do it.
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