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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...

Is This All There Is?

Is This All There Is?

This is the question many retirees suddenly have to answer once they hit Phase Two of their retirement. I can safely say I don’t have enough fingers to count the number of times a client confirmed their retirement date to me only for them to move it out another year… and then another… and then ...
A Solution for Real Estate Overinvestors

A Solution for Real Estate Overinvestors

Hey real estate overinvestors. I hear you. You can’t build more land. You like investing in what you can understand. Maybe you even got burned by the stock market in that short window where you tried to trust it. Whatever your reasons, you’re more comfortable with trusting buildings and tenants
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 ...