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The Well-Off People Who Can’t Spend Money

Do you approach big purchases you’re passionate about with open arms – or apprehension? For those we sometimes call “tightwads”, psychological challenges are the culprit of struggling to spend money, despite being financially well-off.

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Valuing Social Security as an Asset in Your Retirement Plan

News headline scare tactics aside, Social Security isn’t going anywhere. In fact, it remains a substantial asset (comparable to a large lump sum) in your retirement portfolio.

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Is Your Overconfidence in Understanding Risk Leading You to Financial Ruin?

When you approach investment decisions, it’s vital to be conscious of your emotions, specifically regarding risk and uncertainty.

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Investors Must Survive

What lessons learned from skiing can you apply to investing? Author Luca Dellanna shares that with much like in a ski competition, successful investors are not typically the fastest, but the ones who avoid irreversible losses that succeed.

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QCDs and Me

One way to optimize the tax efficiency of your estate plan while simultaneously fulfilling charitable giving wishes is by leveraging qualified charitable distributions (QCDs).

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Tips to Help You Spend Less (or More) in Retirement

Your relationship with money (spending, in particular) is personal, and it’s often influenced by behavioral biases you might be unaware of.

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Return on Sleeplessness

You’ve likely heard the term “return on investment”, but what about a concept called "return on sleeplessness"?

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How to Be Enough

According to psychologist Maytal Eyal, an obsession with self-improvement has left many of us today stuck in an "epidemic of self-hatred."

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Considering Time and Quality of Life

Time is the greatest asset you will ever have. Here, author Derek Hagen emphasizes the importance of living intentionally by considering both the time and health you have left with our loved ones.

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Nothing is Certain Except Debt and Taxes

Is maxing out your 401(k) at a young age truly the best financial decision?

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Foggy as It Ever Was

As an investor, it’s important for you to remember that market risk does not change; only your emotions do.

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Retirement: Freedom or Free-Fall?

If you don’t plan for the non-financial side of your retirement transition (your purpose, your “why”, the thing that gets you up in the morning), much like this retiree, you might experience feelings of disillusion.