• In Your 40s? It May Be Time to Review Your Insurance

    If you’re in your 40s, it can be an especially important time to perform an inventory of not only your life insurance, but all your other risk management tools as well, including home and property coverage and especially health insurance. Perhaps most significantly, this can be the best time to consider the purchase of long-term care insurance (LTCI). Let’s take a look at some of the reasons.

  • Turning Your Passion into a Paycheck: Your Hobbies and Post-Retirement Income

    Many seniors are looking for ways to augment their incomes in ways that also contribute to quality of life. Here we look at turning your passion into a paycheck.

  • Fixed-Income Investing: Factors to Consider

    With yields at historic lows, the news for fixed-income investors has not been encouraging for a while. But interest rates don't tell the whole story.

  • Financial Education for Kids: Its Impact on Success in Life

    Financial education for kids outside the home can make a huge difference. Even kids who may not have the advantage of a financially stable or secure home can learn the principles of good financial decision-making, which in turn greatly increases their chances of becoming financially responsible adults.

  • How to Think Strategically about Your Tax Refund—Or Help Someone Else Do the Same

    We are presenting here—in order of preference—what we consider the best uses of your (or somebody else’s) tax refund, 2022 edition.

  • Active, Passive, or Both?

    In the past it was pretty easy to define investment philosophies as active or passive. These days, not so much. Take a look here at the differences and how it can sometimes be both active and passive.

  • Current Inflation Is Easy to Explain . . . Or Is It?

    The media tells us that inflation is due to rising labor costs, supply chain disruption, and Western sanctions against Russian oil and gas. But the rising costs may have less to do with labor and material shortages and more to do with rising profits for certain corporations.

  • Giving to Help Ukraine—the Smart Way

    With the unfolding tragedy in Ukraine, many Americans feel the urge to help. Here are some useful tips to help you be both effective and smart with your giving.

  • Your Passion and Your Portfolio: Tips on Wine Investing

    In a well-diversified investment program, you can always find room for your passions. Here are a few tips that can help you more profitably incorporate your passion for wine with your other investments.

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