Ponderings

Tag: Insurance

Beware of Billionaires Making Investment Recommendations

July 31, 2023
Insurance, Investing, Retirement, Saving

They’re at it again. Some of the richest people in the country are making outlandish investment suggestions. One legendary investor said (yet again) that

Prepare Your Finances for Longevity

February 27, 2023
Insurance, Investing, Retirement

Do you have longevity in your family? Many people who are planning for retirement or who are already retired aren’t factoring in how long

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

Are You Morose About Your Retirement Prospects?

October 24, 2022
Insurance, Investing, Retirement, Saving

According to various surveys on retirement preparedness, more than half of those who are soon to retire or recently retired expressed concern over their

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

An Alternative to Long-Term Care Insurance

August 22, 2022
Insurance, IRAs, Retirement

You’ve got to hand it to the insurance industry’s ingenuity in inventing new types of insurance. While many of these policies are of dubious

“I’m Too Old to Risk My Money in a Declining Stock Market”

July 25, 2022
Beneficiaries, Insurance, Investing, Risk Management

This refrain is ubiquitous among the older set when investments are sinking. And why not? The fear is that it will take so long

The Keys to Achieving Financial Security

July 18, 2022
Career, Insurance, Investing, Saving

The one thing we all share in common is our desire to achieve financial security. For most people, financial security means financial independence –

Declutter Your Domicile

July 11, 2022
Donations, Fraud, Insurance

Do Your Loved Ones (and You) a Favor – Declutter Your Domicile. Decluttering is becoming de rigueur as many of us are realizing we

Insurance Coverage That You Can Probably Do Without

May 16, 2022
Insurance, Investing, Retirement, Saving

Chances are you need a lot of insurance, but don’t buy into sales arguments that you need costly insurance that provides you with coverage