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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 broke” is not very realistic for most of us, because we can’t predict how long we’ll live or how ...
No Kids, Mo’ Money

No Kids, Mo’ Money

Two friends of mine experienced hard breakups because they didn’t want to have children while their partners did. Their reason for not wanting to have children had nothing to do with finances – it was just a lifestyle choice. But as any parent would tell you, kids are crazy expensive. If you ...
Johnny Spender

Johnny Spender

Johnny Depp was once my Hollywood hero with movies like Ed Wood, What’s Eating Gilbert Grape, and Edward Scissorhands, to name a few. Then my hero opted to make less interesting movies (in my opinion) and got into both personal and marital trouble. More recently, Johnny has found himself in a ...
Surviving a Midlife Financial Crisis

Surviving a Midlife Financial Crisis

Don lost half his nest egg when he divorced his husband of 20 years. John lost over $200,000 in a lawsuit because his auto insurance only covered a fraction of the lawsuit’s damages. Mike lost his license to practice in his field of expertise. What do they all have in common? Each man ...
Move Further from Your Investments and Closer to Your Advisor

Move Further from Your Investments and Closer to Your Advisor

I admit it: I have a fear of intimacy…with my investments. From what I’ve observed, investors make some of their biggest financial mistakes when they get emotionally attached to their investments. My suggestion is to try creating some distance from your investments and instead get closer to ...
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 was driving and saw a Prudential billboard ad with “The race for retirement is one we can all ...