Creating financial plans isn’t easy. And while financial planning rules of thumb are obviously imperfect, they’re better than nothing.
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Feb 07, 2023
Why convergence is coming and what it means.
A rash of new proposals by US states reveal the folly of tax-the-rich schemes, which are wasteful, damaging to the economy and almost impossible to execute fairly.
People in dire need of funds shouldn’t have to pay a 10% fee to tap their own savings.
What to focus on when working with Gen X prospects and clients.
Treating the highly unlikely as impossible is a mistake.
New Jersey, California and Illinois are also among the places losing residents as lower costs draw people to the Sun Belt.
Often all it takes is the right "nudge" to get them started.
