Friday, August 18, 2017

Financial Planning

14 Pearls of Wisdom Our Financial Planners Tell Their Friends

Wouldn’t it be great to have a Certified Financial Planner™ for a best friend? Just think of all the advice you could get about how...

Financial planning is beyond investments and retirement plans

Long before David Mendels became an advisor, he saw the importance of financial planning no matter what a person's age is. He was in his...

Advise and dissent

NEVER ask your barber if you need a haircut, Warren Buffett has quipped. But even supposed dispassionate advisers turn out to have conflicts of interest....

March Madness in International Markets

Around the world, March often brings with it inflection points, a changing of seasons, and a variety of momentous events. Every March across the U.S.,...

3 themes investors should watch in Europe

There has been a lot of commentary surrounding Europe in recent weeks. In this article, we explore the main issues that require consideration. 1. Quantitative...

The Investing Signals to Listen To? They’re Personal, Not in the Markets

What happens when we’re driving and we reach a red light? We stop, right? When the light turns green, we hit the gas. If...

Modern Families and Modern Money Worries

WHEN it comes to their families, the rich have a lot in common with the rest of us. While a third of them live in...

An Emotional Balance Sheet Can Guide Hard-to-Quantify Financial Choices

A few years ago, I came across a blog post by a writer named Emma Johnson who declared, in no uncertain terms, that “You....

Five Basics for Building a Solid Financial Future

The stark truth about managing our money these days is that we are mostly on our own. Few employers want us around for 40 years,...

At what age can you really retire?

If you're in your late 40s or 50s, you may be wondering if there is a way to retire early. Nearly three out of 10...

Will your retirement plan provide enough income?

If you have a retirement savings plan in place, good for you. But are you sure your money is invested the right way for...

How to Make Your Money Last in Retirement

Older Americans are living longer than ever with a record high life expectancy of nearly 79, according to the latest research from the National...

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