Personal Finance
How Financial Planning Has Got The Story All Wrong: Insights From StoryBrand’s Donald Miller
“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a recent interview about…
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Despite his vow to close the U.S. borders to nearly all immigrants and…
In early November I was invited to tour the Sacramento, California PACE operation.…
Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term…
Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions…
Spotlight
After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on their…
As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out on.…
By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much richer,…
There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on…
Estimated tax requirements are a frequent problem for retirees, with many incurring penalties for underpaying their estimated taxes. Fortunately, there’s a…
Many pre-retirees and retirees make serious mistakes regarding their retirement income and spending for living expenses. This is very understandable, since…