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We all want to do nice things for our loved ones. We go on family trips and celebrate life’s wins together. It’s sometimes difficult for us to consider the bad things that can happen in life, but we still have to be prepared. That’s why having a will...

This is the second in a new, possibly monthly, series on the millennial trend to becoming financially independent, retire early (FIRE!). We first covered this phenomenon on July 27. FIRE! is a very real financial movement in its lifestyle changing a...

This is the third and final part of the series for Bermuda residents leaving the island, giving relocation references and general timeline guidance. This first and second instalments were published in The Royal Gazette on July 13 and July 20, respect...

Dear Dave, I had about $12,000 in debt when my husband and I got married three years ago. Since that time, we’ve been given cash gifts from my parents from time to time, and we keep having discussions on how to use this kind of money when it is given...

Surprise! Fire — short for Financial Independence, Retire Early, is not about us anxious-about-retiring oldsters. Nor is Fire about Fireworks, but a new millennial finance movement, generating a heightened global surge of interest (and dedicated fol...

Every one of us complains that we are spending too much. It would be wonderful if we could blame someone else, but we can’t do that. Sometimes the husband complains that his wife spends too much at the grocery store (not easy to avoid these days of ...

This is the second part of a look at relocating away from Bermuda to the US, UK or Canada. Before beginning, a word of caution: this article is general financial information only and cannot, and should not, be considered current authoritative financ...

Dear Dave, My wife is so charged up after reading your books, and now she is determined to get us out of debt. I know this is good idea, but I just don’t have the passion for it she does. There are also some things I really don’t want to give up. Do ...

More frequently now, according to local social media, and anecdotal commentary, individuals and families have already left Bermuda or are contemplating moving to other jurisdictions. While actual relocations numbers are not quantified, a substantive ...

In order to win in life, your teen is going to need a solid plan for everything — including their money! If they learn to budget today, they can avoid some common money mistakes and start building a strong financial future ASAP. They might need a fr...

To say I enjoy reading would be an understatement. A large part of my day involves reading — research reports, industry trade articles, investing blogs and a smattering of geopolitical content. I also try to read anywhere from 24 to 30 books a year....

Dear Dave, I’m on Baby Step 2 of your plan, and I’ll be debt-free except for my home by the end of the year. I have a friend who is very irresponsible with his money, and he often asks to “borrow” cash between paycheques. I don’t want to be cruel, bu...