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Pioneer Press: Where’s My Stuff? Spring Cleaning Your Estate Plan

After you’re gone, everything you own becomes your “estate.” This includes your house, car, possessions (even pets), investments, and savings. You need to plan for how these assets are distributed after you’re gone by creating an estate plan. It’s also critical that you maintain a secure document that lets loved ones know how to find your important estate planning documents and financial account information when they need to.
Mar 1, 2024
Media appearances

Pioneer Press: Is Being a Saver or Spending Wrecking Your Marriage?

More than a third (36%) of adults who are married or in a serious relationship report that money is the single biggest source of stress in their relationship, according to a 2018 Harris Poll/Ally Bank survey. Often, friction can occur when one partner is a saver and the other a spender.
Feb 2, 2024
Media appearances

Pioneer Press: The Money Matrix Approach for Sustaining Retirement Income

Most people invest and try to anticipate (or guess) what the stock market, bond market, and interest rates will do, and then change their investment strategy based on where they think the markets are headed. This is a flawed strategy. People who invest based on where they think the stock market, interest rates, or energy prices will go — pick just about any economic variable — will soon become very frustrated.
Jan 5, 2024
Media appearances

CBS Money Watch: Financial Resolution Fails 1.4.21

Our last show was about setting early New Year’s Resolutions — the simple things you can do improve your physical and fiscal well-being. Now that the holiday cheer has subsided somewhat, and the decorations have been put away for another year, let’s talk about why most resolutions don’t stick.
Dec 30, 2023