Articles

One out of every ten patients consume 69 percent of health care costs. The other nine would benefit from an HSA.

An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup.

Rebalancing means selling what has done well and buying what has done poorly, not visa versa.

Community college for the first two years is the best deal to avoid the mountains of student debt and still graduate from a top-rate school.

Due to our progressive tax system, your taxes increase even if your buying power does not.

My grandfather Donald Mortlock worked on Wall Street during and after the 1929 crash. The firm he worked for was a “market maker,” a company which helped to literally “make a market” in several stocks.

The life of my grandmother Florence Mortlock provided me with many life lessons on finance and financial planning.

Many people in this situation would choose the quick cash.

Investors are quick to forget that the markets also go down.

French labor laws have made doing business in France with French employees very unattractive.

To meet your goals you don’t need to beat the investment returns of everyone else. Instead, you want a decent return in order to retire comfortably and to ensure a cash flow which will support your standard of living.

Although the French gave us the word ‘entrepreneur,’ it’s a wonder the term isn’t obsolete in French.

Between 40 and 60 you should increase your net worth by half your annual take home pay every year.

2005 was a year which showed the weakness of limiting your asset allocation to US stocks and US bonds.

Do whatever it takes. Ask your mother-in-law to hold your credit cards while you are getting out of debt.