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2025 in rear-view: Lessons learned
Final 2025 numbers will hide the consternation felt in the immediacy of each event. That is the reality of being an investor.
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Past Articles
When Should I …start saving for college?
The sooner, the better. That’s the best approach to any saving plan. Children’s education ranks right after parents’ retirement as an investment priority for families. Factors to consider include: How much you expect college to cost How much of the cost you plan to cover How long until the money is needed How much you…

The importance of humility in investing
Humility is a discipline that can help protect investors from letting their emotions overrule their common sense.

For What It’s Worth: Nest Egg
Thinks of a nest egg along the lines of those first couple of bucks a bartender puts in the tip jar to attract more money.

When Should I …check my Social Security Statement?
As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals.
8 Steps to Improving Widowhood
“Of all the factors associated with poverty in old age, the most critical is to be a woman without a husband.” […]
For What It’s Worth: Salting Away
As part of an occasional series examining the origins of common financial expressions, we get a taste of the savory saying “salting away” as it refers to saving money for the long haul. […]
