Category: The Opening Bell
Healthy, Creative Strategies for Gifting to Children
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. …
College Planning in the COVID Era
Just like it’s done with so many aspects of life as we know it, the COVID-19 pandemic has brought sweeping …
Reflections on Mortality
How do you mark time? We have clocks and calendars, birthdays and graduations, weddings and anniversaries, Holy Days and holidays, …
Prop 19: What Homeowners and their Children Need to Know
This past November, California voters approved Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire …
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. A …
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 …