Some of the best investing and personal finance articles from around the web.
9 lessons I’ve learned about death and money (Kindness Financial Planning). A financial planner’s helpful lessons drawn from his father’s seven-year cancer journey.
20 lessons from 20 years of managing money (A Wealth of Common Sense). “Long-term returns are the only ones that matter but you have to survive a series of short-terms to get there” — and 19 other lessons.
Risks retirees face (Humble Dollar). How well prepared are you for each of these?
4 methods of reducing sequence of returns risk (The White Coat Investor). It’s one of the biggest risks faced by those nearing or in the early days of retirement. See also, How communicating guardrails withdrawal strategies can improve client experience and decrease stress (Kitces).
20 IRA mistakes to avoid (Morningstar). A helpful collection of steps to take — and not take — with an IRA.
How survivor benefits are treated (Getting Your Financial Ducks in a Row). There’s a lot to know about Social Security!
Retirement lessons from Lewis & Clark (The Retirement Manifesto). Retirement planning isn’t the most enjoyable activity, but this article brings the process to life in a fresh way.
The era of no-brainer 5% returns on cash is ending (Wall Street Journal). It’s not too late to lock in a decent rate on a two-year CD. See also, How to Escape the Bond Conundrum With BulletShares.
Give while you live (Humble Dollar). “Giving with a warm heart, not a cold hand” — great stuff!
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
