Month: August 2025
Mind the Healthcare Gap: Tools for Planning, Catching Up, or Hanging On
Healthcare in the U.S. is expensive, often unpredictable, and full of blind spots - even...
Understanding Your Health Plan Before It’s an Emergency
It’s hard to imagine the day when you’re so bored that you think, “Today’s the...
Pre-IPO Scams: What Looks Exclusive Is Often Just Fraud
Pre-IPO investing has become a popular marketing pitch - especially over the last year. The...
Understanding Alternatives: A Clear-Eyed Look at Non-Traditional Investments
The term “alternative investments” gets thrown around a lot - usually with a mix of...
Rethinking 60/40: The Portfolio That Built an Era But Can It Still Hold?
Last year, we explored whether the traditional 60/40 portfolio still holds up (original article). With...
When Your Home Won’t Save You: Rethinking Housing in Retirement
Owning a home isn’t just a financial decision - it’s personal. It’s where your stuff...
Rethinking the Role of Housing in Retirement Planning
Many people think of their home as their biggest asset. It’s where a lot of...
Options for Homeowners Whose Retirement Plans Just Got Complicated
A lot of people in or near retirement are realizing that their home - once...
