When Your Kid Still Can’t Decide – And It’s Almost Senior Year
This is not a topic you will hear much about when the college discussion comes up, or when reading college planning articles, but it is one worth exploring. You may…
Identity theft and financial fraud can happen to anyone — and recovering from them is stressful, time-consuming, and costly. Fraud is no longer a distant threat: the FBI logged more…
In our August 2025 letter, MFA founder Susan Moore provided an in-depth overview of Social Security’s financial outlook — including the projected timeline for trust fund depletion, what it could mean for…
Market Update June 2026: Halftime in Football & Finance
To my gridiron-wired mind, aspects of the “other football” are curious and bemusing. For example: The clock counts up, not down, and keeps running during stoppages, resulting in time mysteriously…
Bill Bengen was a financial planner in the early 1990s who confronted the question that often puzzles aspiring retirees: “When I get to retirement, how much can I spend?” For…
That envelope (or email) from the college bursar's office is coming. Maybe it's already sitting in your inbox. And if you've never seen a college tuition bill before, the first…
Two of the more common questions Susan, Donna, and I hear as planners are of vital importance for those thinking about their financial future are: “How do I know if…
ASteve Sosnick, the chief market strategist at Interactive Brokers, referred to financial market activity in May as "the Everything Rally.” That’s not a bad way to frame what happened last…
Even if you think of yourself as having "enough" rather than "more than enough," if you are spending at a conservative rate from your savings, the reality is that you…
Choosing a major at the age of 17 or 18 is usually not easy – and switching majors in college is common. In fact, most students change their major two to…
