There’s no denying that 2023 will be tough, but focusing on financial planning for the new year might help. From soaring inflation and rising interest rates to the lingering effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain unpredictable for the foreseeable future. Yet, while there is little …
10 key things to consider in your New Year’s financial planning Read More »
Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. As a child, I remember the confusion and questions inspired by someone’s …
If you’re still looking for a gift for someone special this holiday season, may I suggest Nassim Taleb’s book “Antifragile”. I know it might sound a bit corny, but reading this book would be a great way to start the new year. It was first published 10 years ago, but the madness of recent years …
Steven Merrell, Financial Planning: Are You Antifragile? Read More »
At the end of the year, people often reflect on the year they have just had and reflect on the year to come. As you reflect on how 2022 has treated you, it’s a great time to think about the financial steps you need to take at the end of the year – from reviewing …
7 financial planning steps to follow at the end of the year Read More »
financial planning for high net worth individuals Financial planning is the process of creating a plan for managing your money and assets. Financial planning for high net worth individuals is specifically for individuals and families who have accumulated greater wealth. If you are a High Net Worth Individual (HNWI), it is important to understand the …
7 Financial Planning Strategies for Affluent Americans Read More »
Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. Growing up, my mom taught me to balance frugality with spending where …
For all kinds of activities, it is important to do things in the right order. We mainly talk about treat retirement income planning, but the order retirement income planning is important. To illustrate this point, let’s first look at the simpler example provided by baseball. Batter Aaron Judge found himself hitting first into the Yankees …
Planning your retirement income in the right order is important Read More »
Insider experts choose the best products and services to help you make informed decisions with your money (here’s how). In some cases, we receive a commission from our partners, however, our opinions are our own. Terms apply to offers listed on this page. I don’t worry about the recession because I feel like I’ve been …
Comment this story Comment Elon Musk said Twitter would launch a verification feature with multicolored checkmarks, just weeks after the botched rollout of its paid blue check model, which had to be scuttled when impersonation accounts surged. Musk tweeted on Friday that “Verified” will launch in a week, this time with gold checkmarks for businesses, …
Musk is planning the Twitter tick feature again, this time with more colors Read More »
This piece originally appeared in the November 2022 edition of MReport magazine, online now. We have entered a brave new world in mortgage lending over the past year. The refinance volume disappeared, probably not heard from for some time. Lenders and mortgage companies are reconfiguring their operations to protect against margin squeeze. And decision makers …
Planning for Sustained Success in the LEP Market Read More »
