Financial literacy: What is your motivation?
By Bill Quain April is Financial Literacy Month. It’s a time to think about, and teach, the importance of financial literacy. However, we can’t just focus on the “what” of financial literacy. We also need to focus on the “why,” because the “why” is far more important!...Help, I can’t save
By Eric Reich Last night, I was scrolling through Facebook, also known as the world’s biggest time waster. I came across a reel that explained that if you contributed a little over $19 a day to a Roth IRA, it would translate to over $1.2 million 30 years later at a...Expect the unexpected
By Eric Reich Last week, I wrote an article on the way in which self-defense and financial planning/investing were similar. I left out one of the most important examples because, honestly, it needs to be its own article. Planning in retirement is tricky. Unlike saving...Financial planning is like self-defense
By Eric Reich Fun fact you probably didn’t know about me: I was a self-defense instructor way back when I became a black belt over 20 years ago. Over the years, I have realized that there are so many parallels between self-defense and life. Frankly, I’m surprised it...Who’s in charge? Using an independent trustee
By Eric Reich Last week, we discussed what to do in the event that you don’t fully trust your heirs to be responsible with an inheritance and how to ensure your wishes get carried out. We also discussed the challenges of deciding who would be in charge of distributing...
