by Jay Beattey | Aug 4, 2014 | Articles, Millennials, Personal Finance
Sending kids (back) to college can be a bit frightening for a whole bunch of Mom and Dad reasons. But one – often overlooked concern is financial literacy. Here are some conversation topics that could make for a real education. Credit Cards: Your kids will be...
by Jay Beattey | Jul 17, 2014 | Articles, Personal Finance, Wealth Building
Those who follow me know that I’m not the biggest fan of Wall Street for the simple reason that the rules of their game are biased in their favor – and against the average investor. So when I ran across a recent article – authored by a Wall Street muckity-muck – I...
by Jay Beattey | Jul 2, 2014 | Articles, Insurance, Personal Finance
One of the most daunting risks faced by those over 60 is the cost of long-term-care. And hey – if you’re far from 60 – don’t skip this article – it includes you! Experts say 70% of us will need some form of long-term care – and not necessarily the “end-of-life”...
by Jay Beattey | Jun 20, 2014 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Participants in 401k plans often tell me they pay no fees in those plans. So – they conclude – all my rants about the impact of fees on wealth don’t apply to them. Oh, contraire! Most of those 401ks are chock full of mutual funds – and mutual funds may be the...
by Jay Beattey | Jun 11, 2014 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Chances are – these are pieces of advice you’ve heard before – perhaps even from people who love you (i.e. parents). But you may want to re-think conventional wisdom – and here’s why. 1. It takes money to make money. This self-limiting belief crushes dreams,...
by Jay Beattey | Jun 6, 2014 | Articles, Personal Finance, Retirement, Wealth Building
As my colleagues and I inform people about a pathway to personal wealth and retirement income that blows the socks off of “Wall Street” plans – we find more people coming to the defense of their 401k (or it’s close cousins – the IRA, 403b, 457, SIMPLE, and SEP). It’s...
