

3 Things 12-29-25
Yahoo FInance had a couple of good articles last week that we thought we'd share a synopsis of in this week's newsletter as they echo sentiments we have often expressed. See both below: Thing One What a Comparison of $500,000 vs. $1 Million Reveals About Retirement The first article titled “I Asked ChatGPT To Compare Retiring With $500K vs. $1 Million — The Difference Is Huge,” explored how dramatically retirement outcomes can change based on the size of one’s nest


3 Things 11-10-25
Thing One The 5 Biggest Investment Regrets Retirees Retirement is the time when financial decisions made years earlier come into sharper focus. Many retirees look back and wish they’d done things differently. Here are five of the most mentioned regrets from a recent article on Marketwatch.com . 1. Not saving enough - early and consistently According to a MarketWatch survey, nearly 60 % of retirees said they regretted not saving more for retirement. Another version found 7


3 Things 11-3-25
Thing One Leave Your Spouse A Financial Roadmap We recently read a WSJ story about Alice Nakhimovsky, a 75-year-old retired professor who was left scrambling (for a whole year) to decode her late husband Sasha's financial world after his sudden death. While sharing the details of Mrs. Nakhimovsky’s story, the article's author highlighted how common it is for one spouse (often the husband) to handle all investments and bills, leaving the survivor overwhelmed. That observatio


3 Things 10-27-25
Thing One A Reminder About Long Term Care Insurance Long-term care insurance (LTCI) is a critical financial tool designed to cover the costs of extended care services, such as nursing homes, assisted living, or in-home health aides, which can easily exceed $100,000 annually in many regions. As people live longer, the likelihood of needing such care increases—nearly 70% of individuals turning 65 today will require some form of long-term support. With rising healthcare costs an
3 Things 1-6-25
Thing One You and Your 401k The beginning of a new year is a great time to take a look at your retirement plans and make the...
3 Things 12-16-24
Thing One Making A Case For Bitcoin? While doing an interview about the virtues of bitcoin with Jim Cramer, Saifedean Ammous, the author...


3 Things 7-22-24
Thing One You Don’t Need to Be a Millionaire to Retire The above is the title of an article from the Wall Street Journal. The...
3 Things 6-24-24
Thing One Common Retirement Income Mistakes A writer at Kiplinger.com recently reported on three mistakes people make when it comes to...
3 Things 5-6-24
Thing One Item 3 From Our Five Favorites List In keeping with our plan to discuss each of the five items on our favorites list, we’ll...
3 Things 8-1
08/01/2022 Although MAS is a financial services company, not everything published herein will be about numbers or investing. But no...
