Whether you’re a dedicated DIYer or prefer to lean on professional guidance, the truth is clear: smart financial planning can save you a lot of money over time. Below, I’ll share some recent examples of tactical planning moves I participated in, including how much money was saved. COVID Panic In March 2020, you could be […]
It can be fun to ponder the details of your specific portfolio allocation. Should it be 70% stocks? 75%? Maybe even 80%?! We had a terrific question from reader “Vince” about just this idea: Winning the Game: Retiring at 57 with $4.2M Those conversations move the needle and are essential to an overall financial plan. […]
One big problem people have when negotiating for a job or a raise is that they get in their own way. Negotiating unleashes a brew of emotions – fear of rejection, a lack of confidence, doubts – that can sabotage them. The British have coined a word for this type of anxiety: collywobbles. Moshe Cohen, […]
