The Devil You Know

We’re taking a cue from social media this week.  Instead of “Throwback Thursday”  -which is when people post pictures of themselves from their distant past on Facebook, Twitter and the like – we’re going to do “Way Back Wednesday”.  Today’s “Way Back Wednesday” is going to include a story from 1984 to illustrate a predisposition that still poses risks to investors today. And just to acknowledge the irony of me telling this story, I will admit that if I posted a photo of myself from 1984 I would most certainly be wearing a diaper. As… [read more]
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Just This Once

(from Carl Richards’ 5/14/2015 Behavior Gap newsletter – click here for the original post. Carl is a Certified Financial Planner, the creator of the New York Times’ Sketch Guy column and director of investor education at the BAM Alliance. His book, “The Behavior Gap,” was published last year. His sketches and more can be found here.  Follow Carl on Twitter @behaviorgap) Things happen. The car breaks down. The roof springs a leak. We can’t predict these one-time events. But we can predict that something will happen — eventually. DD_Art31_Just-this-once Our job is… [read more]
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What Should I Give?

May kicks off the gift giving season of graduations and weddings.  Your calendar is probably filling up with out-of-town trips to see relatives you haven’t seen in a while, and your weekends may be as scheduled with events as your workdays. This time of year presents its own set of financial challenges.   If you’re trying to control your spending, a graduation announcement might be one more expense you didn’t plan on.  If you have your spending under control, you may still be unsure about how much you should spend, or what you should buy for… [read more]
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Something for Everyone

As I prepared for this week’s blog, I went back over a folder I keep of magazine clippings, conference notes and other ideas jotted down in chicken scratch (that may be an insult to chickens) and realized I had multiple items that, while not full blown topics themselves, were worth passing along.  Hopefully, you’ll find something that piques your interest below. The Long Term Care Decision As we’ve blogged numerous times in the past and discussed with many a client in meetings, the decision on how to plan for and insure against the need for… [read more]
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