Newsletter

December 2014

  • You May Not Retire On Your Own Terms
  • Buckets: Does a Macro Approach Fit a Micro Issue?
  • The Responsible Approach: Transferring Responsibility
  • Borrowing for Year-End Transactions

November 2014

  • Ridin' With Rube Goldberg
  • The Qualitative & Quantitative Costs of Education Debt
  • Life Insurance and Vacation Property
  • Acronym Alert: IRS clarifies RMDs for QLACs in IRAs

October 2014

  • What Number Are You Looking For?
  • 1914-1919: The Unimaginable and The Unexpected
  • An Economist Gets Educated; Realizes "It's A Wonderful Life"
  • Are American Women Prepared To Become Personal CFO's

September 2014

  • Did Conventional Wisdom About Retirement Plans Just Change?
  • 19-Year-Old Makes “Elite” Decision About Insurance
  • Red Herrings & The “Anti-Procrastination” Function
  • Detail Déjà Vu: A $400,000 Beneficiary Mistake

August 2014

  • Have You Thought About Spending It?
  • The Great Delay: Opportunity Costs
  • IRA Rollovers: A Loophole is NOT a Loophole Even If the IRS Permits It
  • Investors Want to Buy Permanent Life Insurance… On Other People

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