Do-it-yourself investors must plan for investments after death

By Dan Hallett, CFA, CFP

Many DIY investors act as ‘family money managers’.  Most that I’ve met are men married to spouses with little or no interest in investing.  These DIY investors often risk predeceasing their novice-investor partners.  So with many issues to deal with post-death, these DIY investors should consider how to plan the …

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Investing like a minimalist can make you happier & wealthier

By Dan Hallett, CFA, CFP

A ’minimalist’ lifestyle usually refers to living only with the basics.  The less ‘stuff’ you have, the less you have to worry about day-to-day and the happier you will be, say proponents.  Perhaps you can’t part with your new smart phone, your second car or the notion of home ownership.  But …

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