Free to Be

HOW WOULD YOU DEFINE financial freedom? That’s the intriguing question I’ve been asked twice in recent weeks by journalists curious about the new HumbleDollar book, My Money Journey: How 30 People Found Financial Freedom—And You Can Too. Financial freedom is something...

What Would Your Investing Obituary Say?

At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: “You should write your obituary and then try to figure out how to live up to...

May 2023 IWM Planning News

In this Issue: Retirement Age Expectations vs. Reality Creating Your Own Operation London Bridge Famous People Who Died Without Proper Planning Read Full Newsletter Here…

Long-Term Care Insurance Quandary: Keep Paying or Let It Go?

As long-term care insurance premiums go up, many policyholders are struggling with what to do. Accept higher premiums, reduce benefits, let the policy lapse or take a payout? Read Full Article Here… Written By: Roxanne Alexander, CFP® Published By: Kiplinger...

Wisdom from Warren

Good morning. In the fuss and bother of work and life, it can be hard to set a few minutes aside just to read and think. So maybe you haven’t yet had the chance to read Warren Buffett’s annual letter to Berkshire Hathaway Inc.’s shareholders, which...