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Financial Planning

Weekend reading investing myths and realities Weekend reading investing myths and realities
Weekend Reading: Myths and Realities About Investing

A quick Google search will relay many myths about investing, but when you understand fact from fiction, you can make wiser, more calculated decisions.

Weekend reading new financial rules for success Weekend reading new financial rules for success
Weekend Reading: New Rules for Success

A worldwide pandemic instigated the beginning of a new economic climate after four decades of falling inflation and interest rates. Now, making smarter financial decisions includes following several revised rules for success.

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Weekend Reading: 4 Barriers to Break Down for a Successful Retirement

You will inevitably face roadblocks on your way to and through retirement, but identifying what those are is often the first step to overcoming them.

Weekend reading money lessons warren buffett charlie munger Weekend reading money lessons warren buffett charlie munger
Weekend Reading: 12 Lessons on Money and More from Warren Buffett and Charlie Munger

Looking to elevate your investment efficiency? Start by taking some wisdom from two of the world’s most successful investors, Warren Buffett and his right-hand man, Charlie Munger.

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Weekend Reading: When Should You Change Your Asset Allocation?

As you invest more money, does your investment strategy need to be more complicated? Not exactly.

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Weekend Reading: The Power of Not Having a View

“I don’t know” is an unfulfilling response when you are searching for more certainty in an economy that is (most certainly) uncertain. However, making predictions in the investment environment today is either difficult or impossible.

Weekend reading investing emergency fund Weekend reading investing emergency fund
Weekend Reading: Should You Invest Your Emergency Fund?

The greatest issue with investing your emergency fund comes down to risk. If you’re willing to part with money in your emergency fund and know you will still sleep at night, that money doesn’t belong there.

Weekend reading personal finance books vs academic research Weekend reading personal finance books vs academic research
Weekend Reading: All the Personal-Finance Books are Wrong

Financial self-help advice is everywhere, but when it comes to sorting fact from fiction, how do you truly know what is sound guidance?

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Weekend Reading: The 5 Biggest Regrets People Have About Retirement

Many might believe the top regrets of today’s retirees include not saving enough or beginning to save earlier; However, while these are certainly valid qualms, our team finds - much like the author of this article - that the biggest mistakes go deeper.

Weekend reading happiness habits old age Weekend reading happiness habits old age
Weekend Reading: The 7 Habits That Lead to Happiness in Old Age

According to ongoing research at Harvard Medical School that began in 1938, there are seven factors (or big investment decisions) within your control that can help lend to living a life as full as possible in your later years.

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Weekend Reading: How to Handle Unexpected Financial Shocks

The reality is, unexpected events will happen; however, preparing for them as much as possible ahead of time is where true financial confidence lies.

Weekend reading managing longevity risk Weekend reading managing longevity risk
Weekend Reading: Five Ways to Manage the Longevity Risk in Retirement

We’re all in the midst of a longevity revolution, but in order to make the most of a potential 100-year life, it’s important to prioritize quality over length.