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Each month we post a quick tip, providing resources to create a better quality of life for you and your finances!

The LTC Self-Funding Trap Thumbnail

The LTC Self-Funding Trap

Even for affluent families, self-funding long-term care is the most undiversified, unhedged bet many investors will ever make. In wealth management, risk is rarely ignored but often misunderstood. Few areas illustrate that better than long-term care

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The Beatles Retirement: All You Need Is a Plan Thumbnail

The Beatles Retirement: All You Need Is a Plan

It’s been 60 years since Beatlemania swept across America—but beyond the iconic performances and timeless melodies, the Beatles left behind something else: surprisingly relevant wisdom for your financial life.

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Bug Spray and Back Up Plans Thumbnail

Bug Spray and Back Up Plans

While tidying up the Oleander beds over the 4th of July weekend, I spotted a line of ants marching along the edge of our neighbor’s driveway. Seemed harmless enough at first—but it caught my attention.

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How to Guard Against Identity Theft in 2025 Thumbnail

How to Guard Against Identity Theft in 2025

How to Guard Against Identity Theft in 2025. Eva Velasquez is president and CEO of the Identity Theft Resource Center (ITRC), a nonprofit that supports victims of identity theft. Here, she talks to Kiplinger about key identity theft problems to know about in 2025.

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