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Investing

Got Principles?

Successful investors all have one thing in common — a solid set of principles that allow them to (a) effectively build wealth over time with
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Retirement

Donor Advised Funds: Creating Your Own “Foundation” on the Cheap!

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
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Investing

How to Buy Low and Sell High Like a Pro

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
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Solo Aging

The Solo Ager Backstop in California: The Professional Fiduciary

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.
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Solo Aging

Considering a Life Plan Community? Here’s What Solo Agers Need to Know

Solo agers often consider life plan communities to help them age in place. Here are factors to consider when assessing this option.
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Solo Aging

Community Living Options for Solo Agers

Solo agers often consider life plan communities to help them age in place. Here are factors to consider when assessing this option.
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