Successful investors all have one thing in common — a solid set of principles that allow them to (a) effectively build wealth over time with their at-risk capital and (b) avoid the emotional ups and downs that invariably come with being an investor.
When making a charitable contribution, most people (including me for many years) reach immediately for their checkbook to write a check. It is understandable why this happens…
Since the prices of financial assets like stocks and bonds adjust rapidly to new information and changes to perceptions of risk, it is very difficult to judge when a particular kind of investment will skyrocket, move sideways, or tank.
As a Solo Ager, you may be asking, “Who will take care of me?” Here’s how a Professional Fiduciary could help answer that question.
Solo agers often consider life plan communities to help them age in place. Here are factors to consider when assessing this option.
Solo agers often consider life plan communities to help them age in place. Here are factors to consider when assessing this option.
