DYADT: The Vault

Many folks long for the peace of mind that their critical documents – like wills, tax returns, or treasured audio files – are kept in a safe, secure place. Others wish there was a simple, encrypted way to deliver documents to his or her advisor. Annex...

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MoneyDo: Begin Planning For Long-Term Care

Studies show we’re living longer and taking better care of ourselves – which could increase chances we’ll require long-term care. Long-term care needs are different from healthcare needs. Where healthcare needs focus on illness, wellness, and healing,...

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Poll Recap: Which Wealth Killer Is Costing You?

Poll Recap: Our piece and poll on “Wealth Killers” struck a chord with Axiom readers, and for many of them – especially those over age 50 – the biggest response was “none of the above,” indicating they’re the wise sort of spenders you’d expect in our...

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DYADT: Annex Everywhere

It seems like schedules were never this tight. Work commitments stretch past work hours. Games and tournaments occupy entire weekends. Volunteering swallows up hours, and kids, grandkids – please, don’t forget your spouse – are all begging for time. Don’t...

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DYADT: Effective, Strategic Estate Planning

A recent poll revealed that “haven’t created a long-term estate plan” is one of the top five worries of affluent investors[1]. FinancialPlanning.com adds this worry: Even if you’re getting estate planning advice from your advisor, it may be ineffective or...

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Poll Recap: Have You Frozen Your Credit?

Poll Recap: It’s been over a year since Equifax announced its data breach, which affected the personal information of over 145 million people. A recent poll sponsored by a credit card website seems to show that the majority of people have done...

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Stressed Out

https://www.medicalnewstoday.com/articles/320037.php  https://www.ft.com/content/d795fb00-7ba4-11e8-af48-190d103e32a4 ...

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DYADT: Suitability Vs. Fiduciary

The majority of financial professionals don’t have to supply you with recommendations that are in your best interest. Instead, they’re held to what’s called “the suitability standard,” which requires that he or she make recommendations that are...

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MoneyDo: Get Familiar With Your Credit Report

A year ago, this week’s MoneyDo began with these words: “Now more than ever, it’s critical that you know where you can get a copy of your credit report and what’s on it.” At the time, we were discussing the Equifax data breach, which affected the data of...

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DYADT: Does Your Advisor Use Monte Carlo Simulations?

DYADT: Does Your Advisor Use Monte Carlo Simulations? Does your advisor use Monte Carlo simulations? If so, are the options you’re given limited to the products you’re being sold? Long ago, at a classified laboratory called Los Alamos, scientists were...

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