Fighting COVID-19 is pricey. Social distancing and quarantines have stalled the economy. The CARES Act seeks to mitigate costs for business and individuals.
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What If You Die Young? Protect Your Family in Three Easy Steps. Life Insurance Is Just One.
It’s important to make an estate plan that protects your family if you die. Losing a loved one is hard enough without losing your standard of living too.
When I’m 64…Err 94: Retiring Along With Your Parents
Thinking about your retirement means recognizing that you or your parents might live a long time and need help. Here’s how to plan for that.
Stop, Look, and Listen: Don’t Be A Ponzi Scheme Victim
Why are Ponzi schemes so popular, both with fraudsters and with investors, and how can you avoid becoming a victim?
What Is Your Backup Retirement Plan?
This article originally appeared in Forbes.com. You’re happy in your career. You’re earning enough for now and putting money away for later. You feel productive. You like working. When asked, you say you have no plans to retire until you’re at least 65. Surprise! Things happen. You could confront health challenges that affect you or [Learn more…]
What You Owe John Bogle, Iconic American Inventor
This article first appeared on Forbes.com. Modern Portfolio Theory, the work of Markowitz, and Sharpe, and many, many others, is the foundation of how we think about finance and financial markets. Both Markowitz and Sharpe won the Nobel prize in Economics, and many of their intellectual descendants have done so as well. One of the [Learn more…]
How You Can Apply The Serenity Prayer To Your Financial Life
This article originally appeared on Forbes.com. God, grant me the serenity to accept the things I cannot change, Courage to change the things I can, And wisdom to know the difference. -Reinhold Niebuhr I often see families who could benefit from more serenity in their financial lives. To illustrate this concept, I created a hypothetical [Learn more…]