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Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or so far in the distance that you won’t be able to focus on it for any …Read More
Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? Can I afford to buy a home? When can I retire? In my 27 years as a …Read More
The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and retiring. Of the three, the cost of raising children might be the most …Read More
If you read financial planning textbooks, you might be left with the impression that people report to the financial planner’s office to begin the planning process as soon as they land their first …Read More
Most of you know by now that, as of January, I began cutting back my hours at Bell and moving into a career transition most commonly known as “Semi-Retirement.” I have to say, it has been …Read More
At a 2010 lecture discussing the financial crisis of 2007-2009 – Navigating the New Normal in Industrialized Countries – Mohamed El-Erian (now chief economic advisor at Allianz) said, “The …Read More
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More