Speeding Up & Slowing Down in Financial Decision Making

It is still close enough to the start of the year to step back and be intentional about how to approach:

    1. a new year — and beyond — of sound financial decision-making
    2. portfolio management
    3. broader financial and investment strategy.

It starts with slowing down. There are a handful of truly wise books written on the topic. Two come to mind: Continue reading “Speeding Up & Slowing Down in Financial Decision Making”

Women, Men, Long Lives & Money

Married, Single, Divorced or Widowed – women tend to live longer than men. There are also new statistics of how mentally sharp and physically fit women stay longer into life. Why is this important? If you guessed that these facts mean that women need to save and invest more then you guessed right. Men AND women, please keep reading!

joyful adult daughter greeting happy surprised senior mother in garden
Women need to build an awareness of saving both on their own (married or not) and together with a spouse if married.

Continue reading “Women, Men, Long Lives & Money”