Helpful investing and personal finance articles from around the web.
Private equity has a problem. Uncle Sam says your wallet can fix it. (Wall Street Journal). “In theory, everyone should have access to the same set of investment opportunities, including private assets. In practice, it’s a bad idea.”
A bear-case scenario for the long-term, diversified stock market investor (TKer). “If you’ve been investing for years, are you really down? Or are you up by a lot, but just not as much as you were?”
Why so many wealthy retirees hoard their nest eggs (Barron’s). Flipping the switch from saving to spending can be a big challenge.
Social Security claiming ages may soon get new names. What retirees need to know (CNBC). The changes are designed “to help retirees better understand the trade-offs of their decisions.”
4 relatable lessons on giving from the early church (National Christian Foundation). Lessons learned from the book of Acts.
Why a ‘B-Plus’ on this retirement test is the secret to a better life after 65 (Barron’s). Unlike seventh grade math, an A-Plus in retirement math is not the best score.
Warning: A devastating bank impersonation scam is draining life savings in minutes (Clark Howard). With scams getting harder to identify, you can’t be too careful.
5 steps to prevent an inheritance from fracturing your family (Kiplinger). “Among the 27% of Americans who are estranged from a family member, disputes over an inheritance are a leading trigger and frequently involve siblings.”
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