by jeff | Aug 11, 2025 | News
What is myopic loss aversion? For the answer, it helps to break this concept down into its two component parts: investor myopia and loss aversion. Let us begin with the concept of loss aversion. Loss aversion is the tendency for people to feel losses more acutely than...
by jeff | Mar 26, 2025 | News
Evidence from Our Practical Experience and from Research Meghan Hyland, CFP with Matt Taddei, CFP, PhD Our real-world perspective of the benefits of Financial Planning Our many years of experience working with families on their customized financial plans reveal that...
by jeff | Mar 1, 2025 | News
Our Social Security System has frequently been in the news lately. Much of the recent media attention on Social Security has focused on the efforts of the Department of Government Efficiency (DOGE) to root out what it characterizes as “waste, fraud, and abuse.” Media...
by jeff | Feb 2, 2025 | News
Protecting Your Digital Assets from Online Threats In a world where we spend so much time online, safeguarding our digital lives has become essential. From personal data to financial information, hackers target our online presence daily, often without us realizing it....
by jeff | Jan 18, 2025 | News
In Part 1 of this series on volunteering in retirement, we explored a summary of research article findings on the many benefits volunteering provides older adults. In Part 2, we’ll provide a strategic framework designed to help you find your optimal volunteer role....
by jeff | Jan 12, 2025 | News
As described in a previous article, retirement often brings a loss of identity, structure, social engagement, and purpose and meaning. I refer to these as major life bedrocks. What we gain when we retire is autonomy–freedom and control over how we spend our...
