Category: The Opening Bell

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 …

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The Opening Bell

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 …

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The Opening Bell

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. …

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The Opening Bell

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? …

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The Opening Bell

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 …

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The Opening Bell

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 …

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The Opening Bell

Middle Retirement Planning

If you read financial planning textbooks, you might be left with the impression that people report to the financial planner’s …

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The Opening Bell

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 …

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The Opening Bell

“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 …

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