Personal Finance

Investment via Shutterstock Even Warren Buffett has a mentor. Benjamin Graham was an American investor and economist and the author of one of the most famous financial books of all time: The Intelligent Investor. The Oracle of Omaha…

Share to facebook Share to twitter Share to linkedin Shutterstock Women have specific financial needs that financial advisors overlook in two ways: 1) Advisors don’t always acknowledge the different planning needs…

Adobe Stock Has the “free lunch” of investing been over-sold to investors? YCharts.com The financial advice industry has been on a sugar-high…that has lasted decades.  Since the 1980s, claims of “Nobel Prize-winning…

Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits.Today’s post addresses when spousal benefit can become available, the effect of filing early on later…

Serious accident cases can produce tax-free money to clients. The injuries might be from an auto accident, slip and fall, medical malpractice, industrial accident, or drug or medical device case. If the plaintiff suffers physical injuries…

While money is always important in working life and retirement, having a pile of cash doesn't guarantee retirement happiness.Something a little bit harder to measure may weigh more than your retirement satisfaction. It's called well being.…

Deborah Sayagh, banker at InvestecPhoto courtesy of Investec. A culture of mansplaining, laddy sports events, and a failure to recognize female leaders has been failing the female pound (and dollar). Today, three quarters of women…

As a society, we embrace the idea that doctors and lawyers are required to act in their patients’ or clients’ best interests. Doctors violating the Hippocratic Oath face stiff penalties, including the potential to lose their license to…

Shutterstock Is home ownership a mistake in retirement? That’s what this article in USA Today claims. In continuing the theme of my last article about not believing everything you read in personal finance, let’s look at some reasons…

Sunrise at Adler ThermaeCourtesy Christina Cindrich Visiting the Tuscan countryside is like dropping yourself into living art. There are miles of gently rolling hills, grape vines and olive trees as far as the eye can see. Every…