Ponderings

Tag: Investing

Helping But Not Enabling Younger Generations

July 10, 2023
Home Ownership, Investing, Retirement, Saving

One of the best ways to teach younger generations about retirement savings is to help them realize the power of investing. You can do

Will Your Retirement Funds Last? It Depends.

July 3, 2023
Investing, Retirement, Saving

One of the most important factors in determining how much you can spend in retirement receives scant attention, but not here. Simply stated, the

Life Events Requiring an Update of Your Will

June 26, 2023
Financial Planning, Investing, Saving

Few of us go through life without encountering some event that calls for a change in a will. It’s important to attend to these

Be Happy with What You’ve Got

June 19, 2023
Investing, Retirement, Saving

I’m often asked by people what is the key to financial success. My work in financial planning over the decades, both in the media

Keys to Achieving Financial Security

June 12, 2023
Investing, Retirement, Saving

One thing we all share in common is our desire to achieve financial security. But what does this mean? For many people, financial security

Track IRA Contributions for Tax Savings

June 5, 2023
Investing, Retirement, Saving, Taxes

It is safe to say that no one enjoys overpaying taxes – except maybe Uncle Sam, who will gladly accept these extra dollars in

Have to Retire Earlier Than Planned?

May 29, 2023
Budgeting, Investing, Retirement, Saving

The statistics are scary. Among those who retire early, 40% do so involuntarily. Most often, job loss is the major culprit, but unplanned early

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

Rolling Your Retirement Plan

May 15, 2023
Investing, Retirement, Saving

Don’t let your investments and hard-earned monies suffer from benign neglect! After switching jobs, many people leave their retirement funds to languish in a

Thoughts on Investing Overseas

May 1, 2023
Banking, Diversification, Investing

After a long period of moribund performance, international stocks are on the mend. It is a mistake for investors to shun international holdings because