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Carla Seely considers whether it makes more sense in a relationship to pull assets together or keep them separate

March 2023 is women’s history month in the United States. We don’t have a similar celebration in Bermuda; so instead, we’ll have a brief look at women and finances along with some observation patterns from my former professional financial practice in...

Our increasing longevity represents probably the greatest financial challenge of our lifetimes — for all generations.

In her third article marking Financial Literacy Month, Martha Harris Myron looks at interest rates in the US an elsewhere and their impact on capital markets and our investments. Martha is also hosting a financial literacy essay contest for five ...

This article is part three of the series on rewiring retirement. You were a modern working couple, headed to, or in retirement. Throughout your lives, working careers, family nurturing, relative caregiving, you have almost never, except possibly...

Part two of “Thinking of retiring – don’t.” Instead, start your journey to the Age of Enlightenment. Thousands of articles have been written about retirement financial planning, spending before and after, managing investments for income needs, a...

You can likely thank (or blame) your parents for some aspects of how you turned out. Maybe you have your mother’s eyes or your dad’s habit of chewing with your mouth open. How you manage money is another thing you likely picked up from your parents —...

Seventeen years ago, Mauricio Lim Miller, a leader in the field of social services, received a phone call from Jerry Brown, who was the mayor of Oakland, California, at the time, that set him on a quest to understand how families really overcome pove...

Michael Kitces could drive a hot new car, work out in a high-end gym, and relax in a sprawling house. He can afford it. He just doesn’t want it. What does the 37-year-old financial planner, a partner and director of research at Pinnacle Advisory Gro...

Dear Dave, What would you recommend for 401(k) contributions while getting out of debt? Chaz Dear Chaz, I recommend putting a temporary stop to investing while you’re getting out of debt. Lots of people are shocked by this advice, because they’re a...