How Families Can Talk About Money Over The Holidays – Without Ruining Dessert

Should you talk turkey over the holidays—or money? The answer is a little of both, says financial planner Kristi Sullivan. She says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation.  “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts, entertaining, …

Video: Ford Electrifies An Icon

I provide my clients with access to premium subscription copyright protected content to The New York Times, Reuters, Forbes, The Globe and Mail and other publications. Feel free to access these articles and videos. If you would like to receive weekly news updates please provide the following express consent as required by anti-spam laws.

What to Expect When Applying for Life Insurance

Life insurance can help ensure your dependents have the resources they need to replace your income after you die. But how do you go about purchasing coverage? And what can you do to get the best possible rate? Understanding the process for obtaining life insurance can help you get the coverage you need at a price you can afford. Determining Your Life …

Great Financial Gifts for Kids This Christmas

Looking to give a holiday gift that will help set a young one on the right financial path? A savings bond or 529 account contribution probably won’t be the gift that gets the most attention on Christmas morning, but it just might end up being the most appreciated one. Parents, grandparents, and other interested adults can give financial gifts to …

Don’t Save Too Little, or Too Much

When Mike Maslowski has trouble sleeping, he cracks open a beer in his Wenonah, N.J., living room, watches old movies and does not worry about it. “I don’t have to be anywhere at 8 a.m.,” said the 61-year-old retiree, who worked for 30 years as an ad salesman for the Philadelphia Inquirer and Daily News. Most nights, though, Mr. Maslowski …

6 Things I Learned From Lunch With Warren Buffett

“It’s 12:35 p.m. in Omaha, Nebraska, and I’m having lunch with Warren Buffett.” That’s the first line in my new book, The Lemonade Life. We ate at Piccolo’s, which is one of Buffett’s favorite restaurants and where he and Bill Gates also have dined together. Buffett graciously hosted me and my classmates from Wharton Business School, also having invited us …

How to Talk About the Family Money

Sibling relationships can be a delicate dance, and when money gets tossed into the equation, they can get prickly. For Thomas Lloyd, 43, and his brother Stacy B. Lloyd IV, 42, it has been a journey that began with long-ago favoritism by their grandmother Rachel Mellon of Upperville, Va., (known as Bunny) who was married to Paul Mellon, the art …