When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly can lead to decisions
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Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps.
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
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It’s important to balance return on investments with return on life (ROL). ROL is defined as, ‘How well you are doing in living the life you want, with the
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When it comes to navigating major $Lifeline transitions like changing jobs, moving, or preparing for retirement, facts and figures are rarely enough. We need
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What does it take to minimize your tax bill, not just this year but in the years to come? Here’s an overview of tax planning strategies tailored for high-net
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If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
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There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. To help you spot and steer clear of the snake oil
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No matter how many good financial habits your children have learned by adulthood, they could still be unprepared for their role in your legacy plan. Talking to
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What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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High earners in any profession can be vulnerable to "lifestyle creep," a phenomenon in which folks spend more as they earn more.
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In a perfect world, every money decisionwe make would be totally rational. In the real world, it helps to have a little knowledge about the mental biases that
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