I recently received a shock when I went to the dentist for my six-month checkup. Not because I had a mouthful of cavities or needed another root canal. (I floss!) The unpleasant surprise occurred when it came time to pay the bill. This was my first appointment since I retired and lost my employer-provided health […]
Dental Cost Advice for New Retirees, From a New Retiree Read More »
Recently I was stopped in my tracks by a newspaper column headlined “I Was Terrible at Money. My Daughter Should Learn From My Mistakes.” The young woman columnist went on to say her own mother had taught her that it was “vulgar to talk or even really think about money.” As a result, she laments,
My Four Pieces of Advice for Women Anxious About Handling Money Read More »
This advice was more relevant in a time when top companies didn’t have outsized valuations. To say that Warren Buffett has made quite a name for himself in the stock market would be quite an understatement. With more than 60 years of professional experience under his belt, Buffett has managed to make himself one of
This post is part of a series sponsored by Old Republic Surety. Early in my underwriting career, it wasn’t unusual to meet a company owner who had recently climbed down from a ladder or the seat of a bulldozer to start a construction company. They knew how to build, and they learned how to run
Advice From a Surety Underwriter to the Owner of a Start-Up Construction Company Read More »
Financial freedom—no boss bugging you, bills taken care of, vacations easily paid for, and time to do whatever you want. This is the goal of every real estate investor, and the goal Dave and Henry had when they bought their first rental properties. But now, they’re financially free, with real estate portfolios that can pay
Honest Advice to Someone Who Wants Financial Freedom Read More »
Recent Microsoft research identified financial advice as one of the 40 occupations that generative AI is most capable of replacing. But, as reported in a recent WealthManagement.com piece, many financial advisors disagree, citing that AI can’t replicate the human connection. So, who’s right? The answer is both. Ask and you will receive. The core superpowers
AI Won’t Replace Financial Advice Read More »