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By Teri Cettina You’re now past the midyear mark and it’s dawning on you: You’re a bit off-track on those financial resolutions you made back in January. Or maybe a lot off-track. If so, join the club. “Whenever you make any kind of resolution or habit change, you usually have to do it more than […]

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By Pamela Yip When you think about what you want to leave to your children at your death, don’t forget to think about something that doesn’t carry dollar signs. In short, you want to pass along your values, as well as your money. You want your heirs to become good stewards of the assets you […]

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What I Didn’t Do

Published on 19 July 2014 by | Category: New Blog Posts, Updates

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As the French policeman stepped aboard the bus, I knew what he was looking for. He was looking for the man who had assaulted one of the supervisors (knocking him unconscious) at the American Cemetery just above Omaha beach in Normandy. My wife, Margie, and I were on the fourth day of a World War […]

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How Parents Can Be Generous Without Turning Children Into Entitled Little Terrors By Veronica Dagher You want to give your children everything. But sometimes you can go too far and create a spoiled, entitled brat. The consequences can be severe: In addition to acting like whiny complainers now, spoiled children are more likely to grow […]

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By Barbara Mannino For many people, their 401(k) account holds most of their wealth—but that doesn’t mean it should be considered a revenue source. Borrowing from your 401(k) to pay off high interest-rate, credit-card debt may seem like a good idea. But it turns out, many workers who went this route now have borrowers’ regret. […]

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By Jackie Cameron We are constantly told to budget wisely, save instead of spend and work on an investment strategy. Many of us don’t do this – even though we are warned we are heading for dire straits if we don’t. Organisations like the Association for Savings & Investment South Africa pour huge amounts of […]

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We like to think that we are logical, rational beings. We want to believe that we weigh the pros and cons of each decision and choose the most effective course of action before we act. However, when it comes to money, our brains haven’t evolved much beyond those of our furry friends. Money is a […]

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By Antonia Massa You’ve had it with your job. You’re ready for a more fulfilling career. Now the hard part: Telling your spouse that you’ll have to live on less. Here’s what to say. You’re ready to quit your miserable job and do something that you know will make you happier. But there’s a catch. […]

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By Jane Bianchi This post originally appeared on LearnVest. As Alfredo A. Lopez, 31, approached his first anniversary, he noticed that he and his new wife, Edith, also 31, were spending more than he was comfortable with each month. In an effort to gently address the problem, Alfredo decided to bring up the tricky topic […]

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By Molly Triffin This post originally appeared on LearnVest. When Bianca Osbourne* went away to college, she had a lot of new experiences to acclimate to: living on her own, exploring a new city … and opening up her first credit card. As soon as she turned 18, she was inundated with card offers and […]

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