What caught my eye this week. While it’s been nice to enjoy the Mediterranean weather for the past week – ominous, but nice – we all know Bank Holidays in the UK are a cosmic long con guaranteed to eventually rain on your parade. By Monday your family and friends will be watching you through … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey found that Americans’ top “burning questions” when it comes to retirement include the amount they need to have saved to retire comfortably (with respondents expecting to need $1.26 million), whether Social Security … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category … Read more
What caught my eye this week. I read a short story when I was a teenager that unsettles me to this day. It featured an everyday American town, only everyone there was beholden to this one particular kid. Even the adults would watch what they said and did around him. To spoil the twist, it … Read more