Daily Money Managers: Managing Money Late in Life

Daily Money Managers: Managing Money Late in Life

  The Society of Actuaries Research Institute funded research underlying Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age. That project offers a process for thinking through the issues related to a shift in money...
When Your Personal Life Needs to Run Like a Business

When Your Personal Life Needs to Run Like a Business

As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. Articles about the need for work-life balance proliferate. But I find there is one area where many high-net-worth individuals...
Financially Comfortable? How to save time on daily money management

Financially Comfortable? How to save time on daily money management

My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...