Last month, I taught four half-day retirement planning workshops at the City College of San Francisco to more than 125 pre- and new retirees. The answers to their common questions…
As my kids get older and I talk to more parents and read more about money management and children, I’ve learned some helpful tips when it comes to older kids.…
In my last two entries, I’ve explained how important it is to teach children early about money so they gain the skills and the values you want them to have to…
In my last post, I argued that you should give your kids an allowance so they can begin learning money management skills at a young age. Again, these ideas originated…
One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day. The guy next to him attempts to start…
I know, some of you simply need a basic list of what to do when planning your retirement, and when to do it. For you, here’s a general outline.
Pick…