There are many opportunities to maximize your cash using I bonds, certificates of deposit (CDs) and online high-yield savings accounts.
Financial Planning Basics
How Much Do Other People Spend?
Clients, especially new clients, sometimes ask us how their spending compares to other people’s. There is the sense that if they are doing what other people are doing, then they are probably “okay”. Our response has usually been that there is a very wide range of spending levels, and an “okay” level of spending depends [Learn more…]
Managing Money as a Couple: Early Marriage
Marriage is one of the biggest decisions most people will ever make. Your happiness, well-being, and the future of your family can depend on it. Choices you make in your marriage can also affect your financial future. The second in my webinar series on Managing Money as a Couple dealt with the early part of [Learn more…]
Managing Money as a Couple: Thinking About Marriage
A married couple should care for one another and share values. In marriage, shared financial values matter, too.
Banks Are Riskier Than You Think: Part 2
Banks seem like a safe alternative to the stock market, but are they? How do they really work? Is your money safe?
Banks Are Riskier Than You Think
Banks are an excellent example of the difficulties and unintended consequences that follow from attempting to eliminate risk.
SVB, the Banks, the Economy, and the Market
The failures of SVB and other banks illustrate a mismatch of expectations between bank depositors and bankers.