Personal Money Planning |
I am not going to tell you the specifics, the consensus, or what I think is the most likely course of future events. It’s not that I don’t like you; it’s just
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Personal Money Planning |
The economy is scary but not absolutely scary. I made up the term, so I will now define it. For something to be absolutely scary, it must be something that will
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Personal Money Planning |
I am preparing to retire. No, I’m not retiring anytime soon. But I am a financial planner as well as an investment manager, so I plan. Something as big as
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Personal Money Planning |
The vast majority of advisers are not crooks. Most truly do want to help you. Even those who just do it for the money do so legally. But money attracts thieves
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Personal Money Planning |
Today let’s talk about the R-word: Recession. As mentioned above, we are not in one yet. Surprised? Many are. First, you all know something is wrong. You have
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Personal Money Planning |
As I’m writing this, the stock markets have been falling dramatically. I’m ignoring that for now. Yes, I know that many of you want to know my take, but
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Personal Money Planning |
Then there are those advisers who choose to do an internal succession. While no two people or groups of people will run a firm the same way, this offers much
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Personal Money Planning |
On a lunch break, I was sharing a table with a young lady, with whom I was having a pleasantries-conversation typical for strangers thrown together at an event
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Personal Money Planning |
. I’ve heard from several people collecting Social Security retirement benefits who’d like to return to the workplace. Maybe they found retirement not as fun as
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