What is Retirement Really Like?
Are you planning for and dreaming of an early retirement (or any retirement at all)? How do you picture it – what will your day be like? Do you picture lazy days, sleeping late,...
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How to Become a Millionaire, What I Would Do Differently
There is a very old saying, “Hindsight is 20/20” which means that after events have happened, you have a clearer vision of them than before or while they occur. If you are consciously seeking...
How to Re-charge Your Annual Family Meeting
If you have family meetings between the various generations and family units every year, you may find that family members lose interest in those meetings over time. We’ve had meetings for the past four...
Help Your Executor NOW, Before You Die – 6 Essential To-Dos
Assuming you have set up a will and maybe a trust here are 5 other essential things to do NOW to help your executor or successor trustee deal with your instructions and your family’s...
My Classroom Economy – a Financial Literacy Program from Vanguard
Have you ever wished that schools in the US would provide more in the way of personal finance education? Some school districts do require financial literacy classes, but they typically don’t occur until high...
Get Involved in Your Grandchild’s Personal Finance Education
The American Dream – if you work hard you can do well. We want our children to have better lives than we do. Yet we still leave personal finance education pretty much up to...
Investment Board Game Review – Portfolio – the Asset Allocation Game
Want to learn the ropes and lingo used in the stock market? Portfolio – the Asset Allocation Game is a game that will help.This Weskel game was developed over a 5 year period from...
How to Live Life Well and Avoid Deathbed Regrets
Death is a very personal experience, but it comes to us all. Does it matter how well you die? At death, does it matter how well you lived? When I was younger and busy...
Luxury Living – at Sea
Do you ever wonder ‘how the other half lives’ (as Mom used to say)? Here’s a glimpse into how 165 families spent part of their wealth – to buy a mansion on a ship...
Making Compound Interest Real for Your Kid
Every year I try to add to what my kids are doing with their kids on the personal finance front, by holding a week long Grandma Money Camp. This year I introduced interest...
