‘I feel lucky’: I’m 71 and inherited $20,000. What should I do with this money?

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A voter drops their ballot at an official ballot drop box inside City Hall during a primary election in San Francisco, California, US, on Tuesday, June 2, 2026. David Paul Morris | Bloomberg | Getty Images The Trump administration on Monday asked the Supreme Court to intervene in a legal fight over President Donald Trump’s…

For a while now I have noticed people quoting me from my books. At first it was just charming and brought a smile to my face. But then, as they continued and became more common, the number of quotes grew. I began to regret I hadn’t thought to collect them. Ah well, no going back……

Rapid technological advances, fee compression, evolving client expectations and accelerating industry consolidation are reshaping how wealth management firms compete and grow. The pressure is real—Envestnet reports that advisors not charging for planning dropped from 28% in 2020 to 10% in 2023 —and McKinsey estimates a potential shortfall of 100,000 advisors by 2034, as more seasoned…

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The American Dream, much like the country it inspires, is in a state of constant change. Ask 100 people what the ideal means to them, and you’ll likely get just as many answers. Most might agree, for example, that the American Dream includes achieving financial stability or being happy, but what that looks like is…