Ponderings

Tag: Estate Planning

Essential Estate Planning Documents

May 22, 2023
Estate Planning, Investing, Retirement, Saving

When it comes to preparing estate planning documents, it’s always better late than too late, which could prove devastating for family members. The cornerstones

Don’t be Seduced by Investment Forecasts

February 13, 2023
Estate Planning, Insurance, Investing

It’s early in the new year, so the pundits are out in force. I’ve often cautioned against relying on someone’s prediction of where the

Caveat Homeowners

October 3, 2022
Estate Planning, Home Ownership

How much of your total net worth (assets [what you own] minus liabilities [what you owe]) is comprised of the value of the family

Five Financial Matters for Your Review

September 26, 2022
Debt Management, Estate Planning, Insurance, Investing, Retirement

Here are five matters to ponder when you have some time. Ideally, you will revisit these annually since our financial lives are always subject

Myopic Loss Aversion

April 29, 2022
Estate Planning, Insurance, Investing

This is as good a time as any to discuss myopic loss aversion, a trait that will no doubt lead investors to make decisions

Five Ways to Put Young Ones on the Road to Financial Security

April 4, 2022
College Saving, Estate Planning, Investing

Set a good example. While no two children, nieces, nephews, or grandchildren will grow up with the same financial savvy, the best thing you