Money Advice for Economic Turbulence

(This article was originally published by The Conversation on PBS NewsHour.) Global markets have been wild, the price of oil has been plummeting and even entire countries are in lockdown. The odds of a recession due to the new coronavirus outbreak are … Continue reading

What to Know Before Hiring a Bank’s Financial Adviser

Looking for investment advice in midlife can be tricky, so many of us turn to experts for help. But sometimes, those “experts” can be more harmful than helpful. Sadly, I speak from experience. I thought smooth-talking salesmen would never scam me. Afte… Continue reading

5 Common Money Mistakes Retirees Make

Since launching my company’s investment advisory service for retirees, True Link Financial, my colleagues and I have spent a lot of time talking to people about their financial plans. Here are five of the most common mistakes we’ve seen and how retiree… Continue reading

Next Avenue Picks the 6 Best New Personal Finance Books

There are two problems with many personal finance books. One, they’re dull. Two, they often tell you what you already know or suspect. So it’s refreshing when new ones come along that are actually interesting reading and helpful. Here are my six favori… Continue reading

The 3 Biggest Risks to Prepare for As You Retire

Did you know that of those who die on Mt. Everest, 80 percent died not on the way up, but on the way down? They had so diligently planned and trained for how to climb the summit that they didn’t plan nearly as much for the dangers of getting down. Reas… Continue reading

What to Do After a Stock Market Crash

(This article is excerpted from the new book You’re Already a Wealth Heiress! Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now.) Stock market crashes and pullbacks can seem frightening. But you are actually worse off in your 401(k… Continue reading