Every situation is different, but some objective measures can be used as a snapshot and tracked over time to measure progress.
I don’t know how many scenes are left and what plot twists are ahead, but I do know how this movie ends.
Whether you’re an NFL team trying to make it to the Super Bowl or an investor who wants to generate better-than-average long-term results, your odds of success are greater if you ignore conventional wisdom.
You and I are going to predict the value of our investment account balances on Dec. 31, 2029, then write these numbers down and leave ourselves a passive aggressive note to agonize over years from now.
I’m not a fan of new year’s resolutions, but I am a big fan of examining my life and what’s working and what could be improved.
Your retirement nest egg is always fragile. It doesn’t get less fragile once you gain access to it.
As with any investment, price is what you pay, but value is what you get.
Investing in your community provides a deep expression of gratitude that is as fulfilling as it is impactful.
Between all the holiday parties and batches of eggnog, there are some financial tasks to check off your list before Dec. 31.
Whether you see it coming or not, hearing that your job is no longer your job is shocking.
When investors compete to give their capital to private companies, you get standards that are lowered at the same time valuations are raised, a recipe for disaster.
Shame prevents people—really smart and capable people—from bringing their challenges forward to the solutions altar.
The estimated median household savings of retirees is $75,000. About 9% do not have any savings, 31% have savings of less than $50,000, and only 38% have savings of $100,000 or more.
It’s not about what you earn; it’s about what you keep.
Holding onto an older car and driving it until it dies can be a practical approach to mitigating transportation costs. Until it isn’t.
There are a variety of reasons for exiting the workforce early. The most common reasons are for health problems, either the retiree’s own or those of a loved one the retiree must care for.
While Luck’s retirement obviously has nothing to do with the inversion of the yield curve, I’ve often found the world of sports provides useful analogies to the world of investing.
Anytime I break down a financial life, I explore three distinct areas. I look for long-term financial stability, midterm financial stability and, you guessed it, short-term financial stability.
While there are substantial benefits to electronic trading, there are ethical concerns.
Running out of money in retirement isn’t a small problem. It’s the worst problem.