There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of a ladder when you’re changing a lightbulb. Don’t click on… Read More
Counterintuitive Money Advice: Investing Against the Grain
Retirement
Money Scripts—Part 2: How to Manage the Script
Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept… Read More
Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend
When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions…. Read More
Financial Quick Takes: Financial Goals, Your Tickets To Ride
We’ve commented before on the mechanics of accumulating and preserving your wealth by building a low-cost, globally diversified investment portfolio aimed at your personal goals and risk tolerances. Today, let’s… Read More
Protecting Women’s Wealth
Today, let’s turn our attention to women and their wealth. Based on available evidence, what are women’s most likely superpowers as they acquire and manage personal wealth? What vulnerabilities might… Read More
Unsung Money Mentors: Personal Financial Columnist Sylvia Porter
In a recent piece, Who Is “the Media?” we offered our broad take on “the media,” and how to identify islands of investment insights across the oceans of daily news. Next,… Read More
Is Social Security Going Bust?
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, Social Security Planning: A Balancing Act,… Read More
Social Security Planning: A Balancing Act
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I… Read More
SECURE 2.0 Act: What You Need To Know
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at… Read More
Retirement Planning in Houston: An Essential Guide
Did you know that the average retirement lasts around 25 years in America? Imagine the preparations you’d need to make to live without your primary income for 25 years. The… Read More
