Here's our first roundup of the New Year, featuring helpful investing and personal finance articles from around the web.
The untold story of Charlie Munger’s final years (Wall Street Journal). “Munger’s eventful last period offers lessons for investors — and a blueprint for how to age with grace, equanimity and purpose.”
Why taxable custodial accounts are better than OBBBA “Trump Accounts” for kids’ savings (Kitces). A deep-in-the-weeds look at the tax implications of Trump Accounts.
Sequence-of-returns + concentration risk: a case-based framework to stress-test pre-retiree portfolios (Advisor Perspectives). MoneyGuide can help you weigh these risks.
The most important ages in retirement planning (Clark Howard). Each milestone has opportunities and/or watch-outs.
The risk you aren’t thinking about (Of Dollars and Data). You don’t want to live in fear, nor do you want to over-prepare. Finding the midpoint on that spectrum isn’t so easy!
9 proven ways to boost your happiness in retirement (The Retirement Manifesto). So much of it comes down to relationships.
The biggest risk in 2026 (A Wealth of Common Sense). Have investor expectations become too lofty?
3 major changes to the charitable deduction in 2026 (Kiplinger). Some good news for non-itemizers and other changes to be aware of.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
