Resources

Bruce Helmer discusses what to look out for in your year-end finance checklist.

The key to managing your debt isn’t to avoid it entirely — it’s to know the difference between efficient and inefficient (or “unproductive”) borrowing.

Bruce Helmer talks about how to handle an expected windfall or unexpected windfall on CBS MoneyWatch.

Long-term readers of this column know that we spend a lot of time and attention on helping clients set goals. Goals are foundational to making financial decisions around investments, asset allocation, and income planning. But financial goals are not some abstract concepts in a vacuum. They need to reflect your values — what matters the most to you. Values emerge from the accumulation of lifetime experience, struggle wisdom, and yes, loss and pain.