Money
September 17, 2020

The inSECURE act

While the ink is still wet on the new SECURE act, meant to make it easier to save for retirement, there is still a great deal of insecurity many feel as they approach this next stage. Consider the fact that your flow of earnings will…
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Money
September 17, 2020

Financial INSECURITY

How will you/do you feel when the paycheck stops? How do you feel when you see your account balances drift downward while the cost of living increases? When you’re not creating income, feeling insecure is natural. The view ahead is unknown. When people ask if…
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Money
September 17, 2020

Retirement and money

Money is important, especially in the last part of life. It can provide great comfort—or great insecurity. You reach retirement and the end or reduction of your income. You’ve planned, saved, invested and you think you’re ready when a pandemic-fueled recession hits and stock market…
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Money
March 1, 2020

A thought from academia

Professor Meir Statman is an expert. His work on Behavioral Finance topics have left an indelible mark on what people know and think about investing and finance. Meir is the author of “What Investors Want” and “Finance for Normal People: How Investors and Markets Behave”.…
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MeaningMoney
February 18, 2020

Real wealth management

Wealth can be defined in a wider range beyond financial assets. Without stretching the point too far, it is easy to look at your wealth as: wisdom, experience, time, service to others, etc. In addition to those ideas, I see my ‘wealth’ as my children,…
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