Seek and Find!
If movie review website Rotten Tomatoes’s readers are to be believed, the last decade was a golden age for moviemaking. In fact, 59 of the films in the website’s Top 100 Movies of All Time list were released during the 2010s.
Some investment objectives exist far over the horizon. Planning and investing for extremely long-term goals, such as multigenerational wealth planning for children, grandchildren, or philanthropic goals, often requires a different set of strategies, habits, and tools than those used for nearer-term goals. The greatest difference is not necessarily the types of investment strategies or vehicles employed. Rather, it lies in the mindset of the investor.
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.
In this article, we confront the debate surrounding the digital phenomenon known as Bitcoin—what it is, what it isn’t, and what U.S. Treasury Secretary Janet Yellen is saying about it.
At some point, many of us will need to take on responsibility for an aging loved one. And when that time comes, there is an enormous amount of pressure to consider all factors and make the best decisions regarding his or her health and finances. Where will your mother, father, wife, or husband receive the highest-quality care? Where will he or she be treated like a resident, not just a patient? Where is the cleanest skilled nursing facility with the best food? Where will your loved one feel safe?
Each spring, a rite of passage occurs in stadiums, auditoriums, and Zoom calls across the nation: The latest graduates cross the stage to begin a new phase of financial independence. As has always been the case for graduates, the class of 2021 will face an array of financial choices for the first time—simple decisions on saving and spending that may seem small in the moment but have financial repercussions that can extend far into the future.
For one month each year, Chelsea Brennan, 30, and her husband, Jeremiah, 36, run what they call a financial fire drill. Chelsea, who is usually in charge of family finances, turns all bill paying, budgeting, banking, and investing over to her husband, who is usually fully occupied as a stay-at-home dad to their two young sons. At the same time, Chelsea takes over the tasks Jeremiah usually handles in their Storrs, Connecticut, home.
In this installment of client conversations, we look at the special concerns divorcing couples have when it comes to insurance coverage.