There is a great deal of confusion – much caused by the media – about how much one needs in a portfolio to maintain their standard of living in retirement. There is no exact answer [...]
This government shutdown is now the longest in history with hundreds of thousands of people financially impacted. If you are one of those people, or know someone who is, I am offering free [...]
Stocks in publicly traded companies around the world have had a very tough October. The S&P 500, a measure of large US stocks, is down over 8% in October alone which has wiped out the gains [...]
One of the first steps in the financial planning process is organizing all the various facts of a person’s financial life. This includes income, savings contributions such as 401ks, outstanding [...]
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called [...]
In the Boston Globe recently there was an article (An Inheritance damaged by delayed property taxes) that has reminded me to write this short explainer about tax notices. In the article a elderly [...]
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