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Happy I Had Medicare

Dennis Friedman  |  Jun 8, 2021

I WENT TO SEE MY primary care physician about a medical problem. I actually felt pretty good and wasn’t in any pain. I was fairly confident there wasn’t anything seriously wrong with me, so—when the doctor greeted me and asked how I was doing—I said, “I’m doing well.”
When he responded, “No, you’re not,” I knew this wasn’t going to go well.
I gave him my explanation of what might be causing my physical condition.

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A Better Retirement

Joe Kesler  |  Jun 7, 2021

RETIREMENT CAN BE the best time of our life—but only if we manage it right.
I recently passed a milestone: the three-year anniversary of the day I left my 40-year banking career. What have I learned over the past three years? I’ve found that a good retirement has three key elements: sound finances, wellness, and intentionality about managing time.
1. Finances. I watched some of Berkshire Hathaway’s annual meeting last month. As usual,

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What are the hallmarks of a good financial advisor?

Jonathan Clements  |  Jun 6, 2021

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Will tax rates inevitably increase—and, if so, how should we prepare?

Jonathan Clements  |  Jun 6, 2021

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What’s the best strategy for selling a house?

Jonathan Clements  |  Jun 6, 2021

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What do you need to feel financially secure?

Jonathan Clements  |  Jun 6, 2021

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Is it possible to have too much money?

Jonathan Clements  |  Jun 6, 2021

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How would you define “enough”?

Jonathan Clements  |  Jun 6, 2021

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Is a good financial advisor worth 1% of assets per year?

Jonathan Clements  |  Jun 6, 2021

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What should you look for when buying a home?

Jonathan Clements  |  Jun 6, 2021

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What do other people spend too much money on?

Jonathan Clements  |  Jun 6, 2021

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What do you spend too much money on?

Jonathan Clements  |  Jun 6, 2021

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What’s the best strategy for generating retirement income?

Jonathan Clements  |  Jun 6, 2021

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Which investments will perform worst over the next 10 years?

Jonathan Clements  |  Jun 6, 2021

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What’s your most prized possession?

Jonathan Clements  |  Jun 6, 2021

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