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Overview to the New Bermuda Investment Primer Series — Part 1 With the ongoing upheaval of the UK political scene, the still unknown final effects (devastating or euphoric depending upon the viewpoints of who voted Bremain or Brexit) on the home econ...

Dear Dave, My husband and I have seven children. What parts of your programme work best for large families? — Karen Dear Karen, My entire plan works for a large family. Larger families just have more expenses. What does change — and you already kne...

Dear Dave, My parents left their six-figure jobs to enter the ministry when I was in high school. That was 10 years ago, and my mom still regularly asks me to share my money with them. I don’t mind helping out once in a while, but this has been going...

Of course, but far too often we are so wrapped up in our own political and financial infighting that we not only don’t understand or assess the impact, but we don’t even realise our financial world is changing rapidly, both for good and bad reasons. ...

Dear Dave, I make $38,000 a year and I’m about to start Baby Step 3. It took 14 months to pay off $8,000 in debt for Baby Step 2, so I’m wondering how long it should take to save up my three to six months of expenses. I’ve also not done a lot towards...

There is a detective series called Foyle’s War set in late 1930s as Great Britain is called to war yet again, with barely a recovery from the First World War. The pastoral scenery, the English countryside, those quaint rural villages and towns steepe...

Dear Dave, My husband and I are retired, we both receive nice pensions, and we owe $46,000 on our home. This is our only debt. I’m 65, he is 82, and we have more than $800,000 in variable annuities, along with substantial cash in savings. We also hav...

Bermuda has one of highest per capita gross domestic product* numbers in the world. It is a laudable achievement of Bermuda’s international financial reputation. There is a downside to that statistic, however. We all know what it is — the cost of li...

Dear Dave, My mom and dad have filed for bankruptcy and are on a fixed income of $2,200 a month. They gave up their house, and my wife and I helped them find an apartment. We’re also trying to give them other help while they’re getting back on their ...

Have you thought about what life looks like after you get married? It’s easy to get so caught up in being engaged, booking your honeymoon, and planning for the big day that you forget all about life on the other side. But today, I want you to stop fo...

Dear Dave, I’m 19 years old, and I’m putting myself through college debt-free. I usually work part time during the semesters, but right now I’m working full time. I have about $2,000 in mutual funds, and I was wondering if I should add my full-time w...

Here are two questions that we will cover today. “I’m relatively conservative and have stuck to the balanced fund concept for the last ten years. Balanced fund meaning 60 per cent stocks / 40 per cent bonds. I don’t have the expertise or the time to...