I’m not going to suggest that being unaware of Bitcoin’s recent craze points to one’s under-rock living situation…but it’s close. The digital cryptocurrency’s meteoric rise in ‘value’ has lead many …
Foodies, Homebodies, and Globetrotters: Which Retiree Are You?
Always on the lookout for new retirement insights, I stumbled upon a 2015 J.P. Morgan study (Spending In Retirement – Roy, Carson) that provided yet another way to view spending patterns …
The Antidote To A Stressful Retirement
You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
Three Stages of the Typical Retirement
It’s easy to think of retirement as one thing, one phase of life that we all aspire to experience. And why not? After all, retirement is such a stark contrast …
Athletes Have Them, Why Not Retirees Too?
If you read last week’s Weekly (click here if you missed it), you know that I spoke about a retiree’s ‘inner game’, the deep-down motives for or against retiring, as …
Your First Memory of Money?
A few years ago I was talking with a man who was contemplating retirement. He and his wife had worked very hard for a long time and had accumulated considerable …
In Others’ Words…
How about a change of pace? It turns out that just about everyone has something to say about money. This week I bring you not my own words, but those …
Using Beneficiary Designations to Avoid Probate
Probate: the judicial process whereby a will is ‘proved’ in a court and accepted as a valid public document that is the last testament of the deceased. Most people have …
Steve’s Quarterly Market Update
At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt: Q3 Market Update Third quarter continued …
The Beauty of Investing
Inspired by Warren Buffet’s ‘Crazy Farmer Analogy’ Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management I am constantly amazed at the vast array of opinions and approaches to investing. …
