A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
For some, the social impact of investing is just as important as the return, perhaps more important.