A recent Transamerica Center for Retirement Studies (TCRS) survey shows a disturbing trend in America. The number of people taking loans, early withdrawals, or hardship withdrawals against their retirement is at an all-time high of 37% (page 114 of the report). The post-pandemic economy …
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Lessons About Generosity from Otto
Several years ago, a good friend gave me the book "A Man Called Ove," which recently became a movie renamed "A Man Called Otto" starring Tom Hanks. If you have yet to read the book or see the film, don't worry, I won't give away too much about the storyline. Otto is a curmudgeonly widower who gives …
The Key To Financial Success
Admittedly, the title for this post is a bit "clickbaity," but very few people will read a post titled "Budget's Work." That's probably because so many people have negative emotions tied to the word budget. Words like restrictive, burdensome, ineffective, and the list goes on. And once someone …