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Search results for:
neuwirth
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Jerilyn Klein
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Optimism Bias Can Raise Financial Risk in Divorce
Prenups aren’t for everyone, says this author, but all couples should carefully weigh why they might need one. (By Peter Neuwirth)
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Jerilyn Klein
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Hope for the Best, Prepare for the Worst
Recalling black swans and keeping many irons in the fire have helped him survive financially for 40-plus years. (By Peter Neuwirth)
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Jerilyn Klein
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Fear is the Enemy of Curiosity
Uncertainty is a big part of life but you don’t have to let it hijack your judgment and decision-making. (by Peter Neuwirth)
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Jerilyn Klein
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Step Up Due Diligence in an ‘Imperfect World’
A mortgage broker challenged this author’s advice for selecting service providers; fee structures don’t tell everything. (By Peter Neuwirth)
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Jerilyn Klein
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Gift Economy Offers Multiple Ways to Repay Debts
"Debts of gratitude," paid with goods and services, can be a good option for clients on fixed incomes. (By Peter Neuwirth)
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Jerilyn Klein
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Former Poker Pro Annie Duke: Quitting is OK
Knowing “when to hold ‘em and when to fold ‘em,”the subject of her newest book, applies to retirement and other life choices.
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Latest news
Lifestyle
I’ve Become a Southeast Asian Snowbird
Countries like Vietnam, Cambodia and Laos offer unrivaled sights, amenities and adventures for the older traveler. (By Deborah L. Jacobs)
Giving
When Clients Consider Leaving a Charitable Legacy
Whether it’s including family members in the philanthropic mission or setting up a charitable plan for a business, advisors can assist. (By Ken Nopar)
Latest News
Which Cities Have the Longest and Shortest Commutes?
Taking the car is faster and more expensive than using public transit, the Coast study of 100 U.S. metro areas confirms.
Latest News
Former Army Financial Counselor Guilty of Defrauding Service-Member Survivors
He manipulated members of at least two dozen Gold Star families into transferring $9.9 million of benefits into accounts he controlled.
Caregiving
A Taboo Topic Advisors Need to Talk About
Clients’ financial plans may fail if you’re unaware of the caregiving responsibilities they shoulder for older family members.
