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...
Separate Finances, Shared Expenses

Separate Finances, Shared Expenses

Late-in-life marriages (or partnerships), often result in a couple keeping their financial lives somewhat separate. Diane and Joe are a newly retired baby boomer couple, each in their second marriage. Everything seemed to be fine with their “yours and mine” approach...