Strange Money Perspectives

Don't be fooled by "money illusions." We are often confused about money math, particularly when it comes to the impacts of inflation. Our financial psycology can lead us to make bad decisions. The callers have questions about:

  • Financial Planning for a Special Needs Family Member

  • Estate Planning Strategies for Passing Wealth to Grandchildren

  • Balancing Risk Tolerance with Retirement Savings

  • Directing Inheritance to Grandchildren

  • Understanding Indexed Annuities

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Big Investing Factors

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Are Bonds Bad?