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Financial Planning

What’s in your wallet: Family talks

By Joel Dresang
In most families, money talk is taboo. Parents are about as comfortable talking about finances as they are talking about death. Yet, as we dream and plan and make decisions in life, it helps to have a sense of what we can afford – whether it’s holiday gift shopping or determining when to retire. Part of that context involves having a handle on our family’s finances. That requires communication. […]

Overstuffed: You can’t take it with you

By Joel Dresang
What will become of all the stuff we have been accumulating when we’re done with it – which, for many of us, is when we’re done? If you have ever been involved with clearing someone’s residence because of a death or downsizing, you know you don’t want to impose that burden on anyone you love. […]

How to be safer online: Computer use

Tips on how to protect personal financial information in a MONEY TALK VIDEO. […]

Don’t let ID thieves get your money too

By Joel Dresang
My experiences with identity theft offer warnings and reassurances about the latest compromise of personal data. […]

Minimizing losses away from home

By Joel Dresang
While one absconded with my card, the other sneaked a read of my PIN. […]

Knowing portfolio income vs. withdrawals

Knowing the difference between portfolio income and portfolio withdrawals can help investors keep their safe money safe. That is particularly important in retirement, Dave Sandstrom explains why in a MONEY TALK VIDEO. […]

Kids: Why can’t they be like we were?

By Joel Dresang
A primal mission throughout the ages has been to make the next generation better off. For eons, our forebears have sacrificed – crossed oceans, endured hardships, surrendered lives – for our benefit. You don’t have to look far to see examples of such efforts every day.
And yet, only 37% of Americans believe the next generation will be better off. That puzzles me. And it turns out that I am party to the pessimism. […]

Retirement requirement: Distributions

Dave Sandstrom explains in a MONEY TALK VIDEO why it pays to know about and plan for required minimum distributions. […]

Look (and scrutinize) before you leap

By Joel Dresang
Scrutinizing is important, but sitting on your hands is more the point. […]

Gender gaps in financial literacy

By Joel Dresang
Even with a greater role in family finances, women collectively have shown less confidence and lower scores in financial literacy. […]

Retirement: Thinking about spending

By Joel Dresang
Most Americans don’t think enough about spending. Although retirement is the most expensive purchase we’ll ever make, only 34% of workers have estimated their retirement expenses. Anticipating spending as a proportion of income is a lazy and highly variable way to plan. […]

Rebalancing: More investing, less emotion

A strategically balanced investment portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance. In a MONEY TALK VIDEO, Steve Giles explains how occasional rebalancing can help investors more objectively consider when and how to readjust their holdings. […]

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