September 2020
What will you choose to pick up and bring with you on your financial life journey? What, for you, is better left by the wayside? Perhaps less-than-optimal financial decisions – born of our all-too-human penchant for allowing the demands of the present to outweigh solid financial advice focused on the future – are better discarded along our path. On the other hand, maybe evidence-based perspective on planning items both heavier – like the intersection of health and wealth in retirement – and lighter – such as a look inside REITs and at market efficiency – are worth packing. So, what will you carry?