Monthly Archives: April 2017

What to Do with Twenty Five Thousand Dollars: Some commonsense strategies on how to invest a windfall or make it last

Recently a friend asked me what to do with $25,000. He didn’t tell me if he wanted to invest it for growth or make the money last as long as possible. There are a number of ways to work with an unexpected windfall. Here is one possible scenario. Funds Can Make Sense I would recommend…

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Help! I Need Somebody to Explain the ABCs of Personal Finance: Studies find Americans’ financial understanding is poor. Many could be headed for financial disaster.

Financial illiteracy in America is widespread. And it is not just for millennials or baby boomers or the poor or women or men. The problem goes across the board. Millions of Americans are in danger of falling into the trap of not understanding what they need to do to ensure their financial health and their…

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