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The Transformed Investor

The Transformed Investor

My partner noticed that some turbulence on a recent flight was stressing me out (it was). Even though I know the odds of this actually leading to a crash are pretty close to zero, it still makes me...

How to Die Broke(ish)

How to Die Broke(ish)

As someone with no kids, I’ve always loved the idea of giving away and spending down my assets in the final decades of life so that I die with very little. But a financial plan that involves “dying...

Done by 60: The Dreaded Word, “Retirement”

Done by 60: The Dreaded Word, “Retirement”

I’m giving myself a challenge: For one year, I pledge not to use the word “retirement” in the context of my own life or ask anyone else when they want to retire. Here’s why. My epiphany came when I...

Unmarried Couples – Separate Finances, Shared Expenses

Unmarried Couples – Separate Finances, Shared Expenses

As an unmarried dual-income couple who entered a relationship on equal financial footing,  money doesn’t create much stress in our relationship. We’re more likely to disagree about how high to hang a painting than we are about how much to spend on a vacation. But unmarried couples with ...
Planning For Your Final Career Year

Planning For Your Final Career Year

You’ve done it. All that smart saving and investing has brought you to your final year of work. But before you plan that first trip around the world, there’s a few nifty tactical planning moves you can make. If you want to save lots of money in your early 60s, here are five homework assignments
Long-Term Care Insurance – Why No One’s Buying It

Long-Term Care Insurance – Why No One’s Buying It

“Shady Pines, Ma!” - Dorothy Zbornak Financial advisors and their clients have one goal they can always agree on – a client shouldn’t outlive their nest egg. Long-term care insurance (LTCI) may well be one of the best known tools for preventing such a scary outcome, yet nearly every ...
The Entertainment Professional Gets Financially Organized

The Entertainment Professional Gets Financially Organized

Congratulations. You’re now a successful entertainment professional. You have a lawyer, agent, and manager (LAM) to help steer you toward the right projects and you’ve established an S-Corporation to channel your earnings. Now, you just need a system for handling all this income so you don’t ...
Still Want to Live in the Big City?

Still Want to Live in the Big City?

Working Remotely, Living Anywhere Will you live in your current city forever? I’m not the only one who’s ever pondered this in Los Angeles gridlock, yet the vast majority of us keep the same home base even after our career obligations are over. So what would it look like to actually leave? ...
Goodbye Buying Opportunity

Goodbye Buying Opportunity

Following a big market drop, when anyone asks me if it’s a good buying opportunity my knee-jerk reaction is to ask why they have extra cash sitting around to begin with (without judgment, of course). With a few tweaks to your savings system and emergency plan, you can remove that question from ...