The Fourth of July
Next week the Fourth of July marks our 249th independence anniversary. Just don't tell that to John Adams... While independence was a long journey, events ...
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Wednesday Reading List
This Week's Takeaways: Projections are that the Big Beautiful Bill will be passed, budget deficits will remain at 6.5% of GDP for the next few ...
How to Find the Right Financial Advisor
Ready to get serious about your finances, but don’t know how to find the right advisor? You're not alone. Here's a simple framework that cuts ...
Wednesday Reading List
This Week's Takeaways: While the odds of needing long-term care are high, very few people will need it for an extensive period of time which ...
Wednesday Reading List
My latest: Building Your Retirement Budget Part Three of my Retirement Planning series explains how to accurately build your retirement budget even if you're years ...
Building Your Retirement Budget
Part Three in my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class. Part one covered why you need ...
Wednesday Reading List
Spotting and stopping more sophisticated scams by Vanguard In crossover scams, fraudsters combine common techniques to make their scheme more convincing and harder to detect. ...
Wednesday Reading List
My latest: Don’t Take Investment Advice from Kendrick Perkins “I only watch it because it’s entertaining and good background noise.”No, it isn’t. And it’s costing ...
Don’t Take Investment Advice from Kendrick Perkins
Boston Advisor readers know I’m a big NBA fan. If you’re new here, check out Revisiting the Last Dance and Should You Diversify or Concentrate?, ...
Wednesday Reading List
Consumer Confidence: Not Optimistic, but Less Pessimistic by Wells Fargo After five straight monthly declines, consumer confidence rebounded in May amid a cease-fire in the ...
Wednesday Reading List
My latest: Your Safe Retirement Withdrawal Rate Part two of my Planning for Retirement series reviews how much money you need to retire by determining ...
Your Safe Retirement Withdrawal Rate
Continuing my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class. Last week’s post covered why you need to ...