Category: The Opening Bell
Your Estate Plan in the Wake of the SECURE Act
The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose …
A Year of Grieving, Loving, and Persisting
The team at Bell tells me that many of you as clients and friends often ask after me and want …
An Expert Who Listens to Your Values
In Being Mortal, an immensely compassionate book about the final phase of life, Atul Gawande writes about his father. …
When Can I Quit My Job?
Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? …
What Will Make Up the Content of Your Days During Retirement?
Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or …
Providing for Your Children and Others with a 529 Plan
The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and …
Middle Retirement Planning
If you read financial planning textbooks, you might be left with the impression that people report to the financial planner’s …
What is a “Normal” Interest Rate, and Why Does it Matter?
At a 2010 lecture discussing the financial crisis of 2007-2009 – Navigating the New Normal in Industrialized Countries – Mohamed …
“What’s Bonnie Going to Do?!” – Part 2
Most of you know by now that, as of January, I began cutting back my hours at Bell and moving …