People regularly ask me how to choose a financial advisor. After my stock answer of “choose me,” I begin by asking them why they want one.
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Do what you can. With what you have. Where you are.
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A couple weeks ago, in this smack-you-with-a-fish series written to my readers, we looked at how AI (Artificial Intelligence) changed me... You may have gotten
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You have no privacy. At least that is the assumption you should make.
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Today’s message of caution comes from an email I received with click-throughs for various investment-related articles.
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While no doubt artificial intelligence (AI) is plotting, Terminator-style, to eliminate us humans, currently it can be quite useful…and quite problematic.
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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This article is about the problem with presumption—otherwise known as counting your chickens before they are hatched.
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Today we tackle spending. It may seem harsh, but sometimes the truth hurts (I think that’s a saying somewhere).
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In this 5th installment of my whacking-you-with-a-fish series, we look at more truths that can easily be overlooked or misunderstood when you are investing.
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Would you enjoy your retirement more in the U.S. or abroad?
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