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Lessons for the Next Financial Crisis

Business review newspapers with market crash printing

Nearly 10 years ago, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, there will likely be a steady stream of retrospectives on what happened […]

The Secret to Being the CFO of “You, Inc.” – Part 2

Four stacks of coins, each topped with a small plant, increase in size from left to right. On the far right is a jar filled with coins and topped with a larger plant. The background is blurred greenery.

In our last segment, we talked about the importance of knowing some basic terms (asset, liability, income, and expense) as well as the critical difference between income and expense on the one hand and mere cash flow on the other. If you missed that one and would like to review it, you can do so […]

The Secret to Being the CFO of “You, Inc.” – Part 1

Person holding a blue credit card while reviewing financial documents, surrounded by a notebook, eyeglasses, calculator, smartphone, and cup of tea.

Chances are you never think of yourself as a CFO (Chief Financial Officer), but that is exactly what you are. If you have even a middle-class income, you’re going to earn millions of dollars over the course of your lifetime. And whether or not you embrace the role, you’re on the hook for spending and […]

Why the Internet Doesn’t Measure Up as a Financial Advisor

A woman in professional attire sits at a desk in an office, smiling at the camera. A computer monitor is to her left, and office supplies are visible in the background.

Over the past couple of decades the Internet has transformed our lives, and nowhere is this truer than when it comes to financial advice. Across the entire range of products and services, transactions that once took place in the context of a personal relationship are now conducted online: we can buy insurance, invest our money, […]

How to Thrive in the Aftermath of Financial Trauma

A pair of feet standing on a road with the words "Courage" and "Fear" written in white, each with an arrow pointing in opposite directions.

We’ve all been there, in one form or another. Something really bad happens to us, financially speaking, and all of a sudden, our life is forever split into two eras: BE (‘before-the-event’) and AE (‘after-the-event’). How our lives proceed from that moment on depends on many things, but in my experience the most important of […]

Want to Save $464,000 on Your Taxes? Here’s how.

A row of stacked coins gradually increasing in height leads to an open glass jar filled with coins on a wooden surface against a plain background.

It’s tax season. And every year around this time I check in with clients to ask them if they have contributed to their IRAs for the previous year. Many (still) seem surprised; they tell me that their tax preparer told them they can’t make an IRA contribution because their income is too high. At this […]

Are You Failing as the CEO of “You, Inc.”?

A man with glasses and a beard, dressed in a light blue shirt, stands confidently with arms crossed in an office environment. Shelves with plants and decorative items are visible in the background.

Like it or not, we are all captains of our own ship. If we focus on the things we cannot control – the circumstances into which we were born, the opportunities we happened to have or miss, and the people we chanced to meet, or didn’t – we deny ourselves access to the one thing […]

How to Avoid Disaster When You’re Disabled

An elderly person wearing a blazer and holding a cane sits on a bench in a sunlit park, with greenery and a pathway in the background.

People in the prime of life can find it enormously difficult to envision a time when they will struggle to think clearly or care for themselves physically. Yet the statistics are unmistakable: according to the US government, 70% of people turning age 65 can expect to use some form of long-term care during their lives. […]

5 Keys to Successful Money Resolutions

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Most of us begin each new year with the best of intentions. And most of us reach the end of the year without having made good on our promises to ourselves. When it comes to your money, however, there are several concrete steps you can take to help ensure that 2017 is the year when […]