The Pros and Cons of Inheriting a House: Understanding How to Make Good Plans for Your Heirs
A home holds more than just financial value for most people; it becomes filled with fond memories and emotional significance...
KFF Health News: As Health Companies Get Bigger, So Do the Bills. It’s Unclear if Trump’s Team Will Intervene.
November 10, 2025 KFF Health News: As Health Companies Get Bigger, So Do the Bills. It’s Unclear if Trump’s Team...
Why Financial Planning is the Ultimate Marshmallow Test
The marshmallow test is a psychological experiment that is supposed to determine a person’s ability to delay gratification and plan...
Financial Wisdom: What Is the Best Investment?
The best investments extend beyond the traditional financial investment types, encompassing a realm of unexpected possibilities. While seeking profitable returns...
How to Measure Portfolio Complexity
I recorded a new YouTube video this week about the various benefits of a simplified retirement portfolio and how to...
The Fed, Mortgage Rates, and Home Prices – Center for Retirement Research
I recently spoke with a couple who wants to sell their home. Their realtor told them the market was a...
How Much Do You Need for Retirement If You Will Live to be 100?
We all ask the question, “How much do I need for retirement?” It is a very hard question to answer....
How Much Money is There in the World and How Much Time? (And, How is That Time Used?)
Each of us has 24 hours a day, every day, to use however we see fit. And, we all deploy...
Podcast 104: Money Confidence for Real Life with Katy Song
In this episode of Boldin Your Money, host Steve Chen sits down with Katy Song, a Certified Financial Planner based...
Easy Steps to Start Your Journey
Last Updated on: October 29, 2025 by Carlos P. Barry The older we get, the more imperative it is to...
