"The Humble Dollar" Articles

Weekend Reading: Check Before Leaving
Planning for retirement involves asking the big questions, such as: How do I protect and grow my savings? Or, do I have enough? Beyond this, however, you have other factors to consider, both financial and non-financial.

Weekend Reading: Absolutely Fine
Comparison is the thief of joy, and as you grow older, continually doing so in various facets of your life can lead you to lose sight of what matters most.

Weekend Reading: Making Us Work
What is your financial personality, and how does it mesh with your spouse or partner? According to author Marjorie Kondrack, there are four common money personalities, some of which can counteract one another and result in ongoing financial conflicts.

Weekend Reading: What Medicare Misses
You may be eagerly awaiting the ability to go on Medicare upon turning age 65; however, as part of your Medicare plan research, it’s important to understand what won’t be covered under traditional Medicare.

Weekend Reading: What We Lose
Becoming “Job Optional” is an opportunity to regain control over your daily life. However, make no mistake. Without thinking through all areas of a purposeful retirement, this transition can bring significant, unexpected loss that impacts your happiness.

Weekend Reading: Coming Together
What areas in your financial life can you consolidate and clear out the unnecessary clutter? Less time worrying about managing accounts means more time for you to focus on what matters most.

Weekend Reading: Look Inside
You’ll find it’s not what happens throughout your financial life that has the most impact, but how you react to it.

Weekend Reading: Looking Up and Down
As an investor, you should be aware of the asymmetric risk-reward characteristics offered by the stock market. Why? They can offer you greater investment peace of mind.

Weekend Reading: Begging to Differ
Your financial journey throughout life won’t look the same as anyone else’s. So, while it can be informative to learn from others' financial experiences, here’s a word from the wise: Never blindly mimic their strategies.

Weekend Reading: Ask Before Quitting
Whether you refer to it as being “Job Optional”, your “Second Act” or something else, retirement is a complete life shift, and should be planned for as such.

Weekend Reading: Time to Decide
Navigating the complex world of Medicare can feel daunting, but taking the time to choose the best plan for you is crucial.

Weekend Reading: Risky Business
Although traditional quantitative tools exist to help control risk in an investment portfolio (Sharpe ratio, Treynor ratio, etc.), these can also be misleading because risk is multidimensional and sometimes psychological.