It is easy to be thankful when things are going well; when your bank account is fat and thriving; when your kids have great grades, and there’s positivity all around. You look at your life and you can easily point to ten things you’re grateful for. But what about when you look around and there’s […]
There are various methods to help a charity or specific cause with your assets after you pass away, one of which is a charitable remainder trust (CRT). It requires a little more work than other trusts, but it has the unique ability to assist a charity, provide a tax credit, and provide income for you/your […]
So you just got a big inheritance and you don’t know what’s next. Or maybe you do, but you want to avoid making mistakes. While inheritances can be a huge blessing, there are a lot of pitfalls which usually start with people making bad or uninformed decisions. Oftentimes, the excitement and seemingly potentially large amount of the inheritance can make you squander […]
Since you made the resolution to start saving, how much have you actually saved? No judgment. But I can take a wild guess and say you haven’t saved much. Saving can be a herculean task, especially if you don’t know how to go about it. A lot of people sincerely want to save; some even […]
Only a short while ago Baby Boomers became the biggest generation in American history. Since then, Millennials and Gen Z have surpassed their number. But because the Baby Boomers are getting older, and more and more of them have reached retirement age, we are now in the middle of the biggest wave of people entering retirement […]
Everyone seems to be going to the National Parks this year! While it may feel impossible for those on a budget, these parks are within reach. Here, we’ll break down how you can see America’s nature preserves and parks without spending an arm and a leg. National parks seem like an obvious choice to get […]
By David Booth, Executive Chairman and Founder of Dimensional September 25, 2021 We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research. The lessons are clear: Investing […]
If someone you care about has special needs, a special needs trust will help provide support for that person over the long term. Trusts are a legal arrangement managed by a trustee – either a family member, a financial institution or a legal administrator called a fiduciary. The trustee manages the trust, the assets it contains, […]
One of the biggest concerns people have as they get older is being able to afford health care costs in retirement. But any concerns about Medicare, and what role health care costs will play in planning for retirement can be successfully addressed. Let’s look at some pitfalls to avoid, and the best ways to mitigate […]
Is a spin of the roulette wheel the same as investing in the stock market? What about the blackjack table? Should you go to Las Vegas and play a few hands of poker, or should you find a stock whose value you hope will grow? What’s the difference between using your money for gambling, and using it to play […]
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