Financial Planning
Jean Chatzky warns on Social Security timing and retirement savings gaps
If you are feeling uneasy about retirement planning, you are not alone. Headlines about trust fund depletion, higher medical costs, and market swings...
Working longer to afford retirement is a risky bet
The idea feels honest: you’ll stay in the game a few more years, keep the paycheck flowing, and let compounding do the heavy...
2026 Social Security COLA poised at 2.7%. What it means for your benefits
If you’re trying to budget around next year’s Social Security raise, here’s the headline in one clean line: the newest 2026 Social Security...
How to make a financial legacy even if you're not rich
Retirement and legacy decisions can feel abstract until a headline, a health scare, or a family conversation makes them urgent. You might read...
How much can you spend in retirement based on the 4% rule?
You have worked hard to save, and now your priority shifts from growing a pot to drawing a paycheck that lasts. The fear...
How can you profit from inflation
Inflation is not only a headline number. It is a lived experience that shows up in your grocery bill, school fees, insurance renewals,...
"Good debt" could exist, but in practice, it's a different story
While reviewing my finances earlier this year, a financial adviser suggested a policy that might yield attractive returns. The premiums were higher than...
Why it could be the finest decision you ever make to retire early
Early retirement sounds like a fantasy until you meet someone who actually did it and realise the playbook is more practical than flashy....
Will having an electric vehicle save me money over time?
You want a straight answer, not cheerleading. So here it is. Whether you will save money by owning an electric vehicle in the...
Small business financial planning that actually works
I have sat with too many owners who only open their financials when something feels off. Sales look fine, the team is busy,...
Which should I get first? Car or an apartment?
You are standing at a familiar crossroads. A set of keys promises freedom on the road. A set of keys promises a front...
Taming behavioral biases in financial planning
When your plan meets a messy year, what runs the show, the numbers or your habits. Financial planning is not a weekend task....
Why making financial investments early in your career is crucial
You are fresh in the workforce, juggling rent, food, student loans, and the occasional “I deserve this” weekend. Investing can feel like something...
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