Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

15 Most Important Assets That Will Increase Your Net Worth

15 Most Important Assets That Will Increase Your Net Worth

Jennifer Taylor   Tue, December 13, 2022

Your net worth is more than just the balance in your bank account. It's a measure of your financial health.

To get the answer to "What is my net worth?" subtract your total liabilities from your total assets. If you're trying to figure out which assets are the most valuable or will otherwise give your net worth a boost, here's a rundown of 15 critical assets. Learn how you can start making lucrative investments toward your future.

15 Most Important Assets That Will Increase Your Net Worth

Jennifer Taylor   Tue, December 13, 2022

Your net worth is more than just the balance in your bank account. It's a measure of your financial health.

To get the answer to "What is my net worth?" subtract your total liabilities from your total assets. If you're trying to figure out which assets are the most valuable or will otherwise give your net worth a boost, here's a rundown of 15 critical assets. Learn how you can start making lucrative investments toward your future.

1. Owning Your Primary Residence

Homeownership ranks among the most common ways people gain a substantial increase in net worth. Instead of choosing the traditional 30-year mortgage, opt for a 15- or 20-year term, so you can pay it off more quickly, which will result in a significant asset and savings on interest. And if you decide to sell after you pay your home off, capital gains are tax-free up to $500,000, as long as your status is married filing jointly.

Renting might make more financial sense than owning in some high-priced urban areas, depending on whether the cost of ownership is reasonable in relation to total living expenses.

Take Our Poll: How Long Do You Think It Will Take You To Pay Off Your Credit Card Debt?

2. Second Home

Second homes are a savvy way to earn passive income via short-term rental platforms like HomeAway, VRBO or Airbnb. At first, you can use the extra income to help pay off your mortgage more quickly. Then, once you pay off the mortgage, you'll own a significant asset while still benefitting from the passive income of renting it out if you choose -- both can result in a nice gain in your net worth.

3. Retirement Savings

Retirement might be decades in the future, but saving now can enhance your net worth.

To continue reading, please go to the original article here:

https://news.yahoo.com/15-most-important-assets-increase-133014378.html

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

6 Things You Must Do When Your Salary Reaches $100,000

6 Things You Must Do When Your Salary Reaches $100,000

Heather Taylor  Mon, December 12, 2022

Once your salary reaches $100,000, you need to take certain steps to ensure you stay in good financial health.  There’s a chance you already might be making some of these money moves, even if you’re earning a little less. Make sure you start taking these actions as soon as you begin earning $100,000.

6 Things You Must Do When Your Salary Reaches $100,000

Heather Taylor  Mon, December 12, 2022

Once your salary reaches $100,000, you need to take certain steps to ensure you stay in good financial health.  There’s a chance you already might be making some of these money moves, even if you’re earning a little less. Make sure you start taking these actions as soon as you begin earning $100,000.

Eliminate High-Interest Debt

Those who just started earning six-figure incomes will need to quickly pay off any high-interest debt. Think student loans, credit card balances or any other outstanding debt where the interest rate is extremely high.

Alissa Krasner Maizes, financial planner and founder of Amplify My Wealth, said eliminating this debt yields the quickest return on investment. Not sure where to begin? Krasner Maizes recommends automating monthly payments beyond the required minimum payment due.

Start with your highest-interest debt and, once you eliminate this debt, move on to paying off debt with the next highest amount of interest. Keep going until you have paid off all high-interest debt — and find yourself debt free.

Maximize Retirement Contributions

To continue reading, please go to the original article here:

https://news.yahoo.com/6-things-must-salary-reaches-130028760.html

Read More
Advice, Economics, Simon Black, Personal Finance DINARRECAPS8 Advice, Economics, Simon Black, Personal Finance DINARRECAPS8

The Coming Bonanza in Distressed Debt

The Coming Bonanza in Distressed Debt

December 12, 2022  Simon Black & Sovereign Research & Advisory Group

On the morning of June 20, 1783, the Continental Congress of the United States was just starting its daily session at Independence Hall in Philadelphia when the building was suddenly mobbed by hundreds of angry people.

It turned out the protesters were soldiers who had fought in the American Revolution. And they wanted their money.

The Coming Bonanza in Distressed Debt

December 12, 2022  Simon Black & Sovereign Research & Advisory Group

On the morning of June 20, 1783, the Continental Congress of the United States was just starting its daily session at Independence Hall in Philadelphia when the building was suddenly mobbed by hundreds of angry people.

It turned out the protesters were soldiers who had fought in the American Revolution. And they wanted their money.

By the summer of 1783 the American Revolution was effectively over; the British had already surrendered at Yorktown more than 18-months prior, back in October 1781, and everyone was just waiting for the diplomats to conclude the final peace treaty.

In the meantime, the fledgling government of the United States had already started work on building a new nation. But one of the biggest challenges they faced was their enormous mountain of debt.

The national and state governments in the US had borrowed vast sums to finance the war, and they owed money to just about everyone — including the French, Dutch, and Spanish, not to mention plenty of private investors in the US.

Moreover, the US and state governments owed money to their soldiers; most of the troops had been paid in IOUs, especially during the latter part of the war. Plus farmers and merchants who had provided critical supplies to the US Continental Army had also been paid in stacks of IOUs.

And with the war formally winding down in 1783, there were a lot of people who wanted to the government to make good on its IOUs… hence the protest in Philadelphia.

The protesters, however, were unsuccessful. The politicians managed to escape (temporarily relocating their capital to Princeton, New Jersey), and the event was deemed an insurrection. Several protesters were arrested, and Congress later held a formal investigation into the matter.

And yet no one was actually paid. The men who had fought and bled for independence were largely abandoned, and most people soon believed their IOUs to be worthless.

Now, these IOUs essentially constituted government debt… like a bond. And it didn’t take very long for savvy New York banking houses to see an opportunity and to start buying up all the IOU/bonds they could find.

Bankers bought IOUs from former soldiers and farmers for pennies on the dollar, and then leaned heavily on their political influence to ensure the IOUs would be repaid in full.

Their plan worked. By 1790, the new federal government had passed a series of laws, taxes, and tariffs, guaranteeing repayment of the debt.

The bankers made out like bandits. And ironically, the same farmers and ex-soldiers who sold their IOUs for pennies on the dollar were the ones who ended up paying the new taxes in order to repay them.

This is a far too common theme in the history of finance; large, politically-connected players often take advantage of the little guy. But sometimes circumstances offer the little guy a chance to hit back.

I believe we are entering one of those periods now.

The first important point to understand is that the last 14 years or so has seen some of the most unprecedented financial conditions in 5,000 years of human history.

Literally never before have interest rates been kept so low, for so long, in virtually every major corner of world.

In the US — the largest economy in the world — interest rates were held at zero for years. And multiple countries totaling over 20% of global GDP actually had NEGATIVE interest rates.

It turns out this policy had a lot of consequences. And one consequence was that governments and corporations borrowed enormous amounts of money.

Hopelessly bankrupt governments with a history of default (like Argentina) were able to issue ONE HUNDRED YEAR bonds paying irrationally low rates.

And companies with very little hope of becoming profitable were able to borrow a ton of money; they then used a lot of that money to buy back their stock, artificially boosting the stock price and giving the appearance that everything was going great.

But now there are a lot of governments and businesses in a serious pickle. Interest rates have been rising rapidly.

The global economy is slowing. And it’s starting to look very likely that a number of governments and businesses won’t be able to pay their debts.

I originally brought this idea up more than two years ago at the beginning of COVID, suggesting that a lot of companies would be wiped out from the twin threat of lockdowns plus heavy debt burdens.

But that COVID distressed debt bonanza didn’t materialize… because the government stepped in and bailed everyone out. Plus central banks slashed rates back to zero, kicking the debt can down the road even further.

Financial conditions have changed substantially since then. Interest rates are MUCH higher across the board than they were two years ago.

Residential mortgage rates have climbed from 2.75% to 7.32%. The US 6-month Treasury was just 0.03% last summer. Today it’s 4.75%.

And corporate “junk bonds” yielded as low as 3.8% last year. Today those junk rates are nearly 10%.

That last point is really important, and I’ll give you an easy example. We all know how the cruise industry struggled once the pandemic hit, and those struggles continue today.

Carnival Cruise Lines is hurting so badly that the company’s ‘gross profit’ is negative, meaning that it costs the company more to operate their cruise ships than they generate in revenue.

In Q2, for example, Carnival generated $1.2 billion in cruise revenue. But they spent $1.7 billion on fuel, food, crew salaries, etc., resulting a NEGATIVE gross profit of -$500MM. And that’s BEFORE paying for corporate management, administrative expenses, etc. (which totaled another $400 million).

And it’s also before Carnival paid a single penny of interest or principal on its debt.

They’re clearly in a tough spot. And it was even worse last year and the year before.

Yet Carnival has been able to keep the party going by taking on debt; its total debt is now nearly $30 billion, up from less than $10 billion in 2019, pre-COVID.

That’s a lot of debt, given that Carnival’s total equity is only around $8 billion. So it’s ‘debt to equity’ ratio is nearly 4:1.

When rates were still low and their business was somewhat healthy, Carnival was able to borrow money at just 1%.

But now that their business is in the dumps, and interest rates have increased substantially, Carnival is borrowing money at 10.5%.

Remember, the company doesn’t even make enough money to pay its 1% debt, let alone 10.5% debt.

And what’s worse is that these bonds will eventually need to be paid back; in the next 12 months alone, Carnival will have to repay nearly $1 billion in debt. And they simply don’t have the money.

This is a classic distress situation. And it’s no wonder that investors have been dumping Carnival bonds.

But it’s not just Carnival, or even the cruise industry. You’d be surprised at how many companies are in a similar situation — heavily in debt and unable to pay. They’re basically walking dead, which is why they’re commonly referred to as ‘zombie companies’.

Zombie companies have been with us for years; they’ve only been able to survive thanks to cheap interest rates and government bailouts.

But, again, financial conditions have changed dramatically. And if interest rates stay high (or go higher), I think it’s likely that we’ll see a wave of bankruptcies and asset sales, possibly over the next 12 months.

This means that there may be a coming bonanza in distressed debt. And, for a change, one where the little guy has a major advantage.

To your freedom,  Simon Black, Founder   Sovereign Research & Advisory

https://www.sovereignman.com/trends/the-coming-bonanza-in-distressed-debt-144702/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

Ideas That Changed My Life

Ideas That Changed My Life

DEC 7, 2022  by Morgan Housel @morganhousel

You spend years trying to learn new stuff but then look back and realize that maybe like 10 big ideas truly changed how you think and drive most of what you believe.

Brent Beshore recently listed the biggest ideas that changed his life. A few of mine:

Everyone belongs to a tribe and underestimates how influential that tribe is on their thinking. There is little correlation between climate change denial and scientific literacy. But there is a strong correlation between climate change denial and political affiliation. That’s an extreme example, but everyone has views persuaded by identity over pure analysis. There’s four parts to this:

Ideas That Changed My Life

DEC 7, 2022  by Morgan Housel @morganhousel

You spend years trying to learn new stuff but then look back and realize that maybe like 10 big ideas truly changed how you think and drive most of what you believe.

Brent Beshore recently listed the biggest ideas that changed his life. A few of mine:

Everyone belongs to a tribe and underestimates how influential that tribe is on their thinking. There is little correlation between climate change denial and scientific literacy. But there is a strong correlation between climate change denial and political affiliation. That’s an extreme example, but everyone has views persuaded by identity over pure analysis. There’s four parts to this:

Tribes are everywhere: Countries, states, parties, companies, industries, departments, investment styles, economic philosophies, religions, families, schools, majors, credentials, Twitter communities.

People are drawn to tribes because there’s comfort in knowing others understand your background and goals.

Tribes reduce the ability to challenge ideas or diversify your views because no one wants to lose support of the tribe.

Tribes are as self-interested as people, encouraging ideas and narratives that promote their survival. But they’re exponentially more influential than any single person. So tribes are very effective at promoting views that aren’t analytical or rational, and people loyal to their tribes are very poor at realizing it.

Psychologist Geoffrey Cohen once showed Democratic voters supported Republican proposals when they were attributed to fellow Democrats more than they supported Democratic proposals attributed to Republicans (and the opposite for Republican voters). This kind of stuff happens everywhere, in every field, if you look for it.

Everything’s been done before. The scenes change but the behaviors and outcomes don’t. Historian Niall Ferguson’s plug for his profession is that “The dead outnumber the living 14 to 1, and we ignore the accumulated experience of such a huge majority of mankind at our peril.”

The biggest lesson from the 100 billion people who are no longer alive is that they tried everything we’re trying today. The details were different, but they tried to outwit entrenched competition. They swung from optimism to pessimism at the worst times.

They battled unsuccessfully against reversion to the mean. They learned that popular things seem safe because so many people are involved, but they’re most dangerous because they’re most competitive. Same stuff that guides today, and will guide tomorrow. History is abused when specific events are used as a guide to the future. It’s way more useful as a benchmark for how people react to risk and incentives, which is pretty stable over time.

Multi-discipline learning: There’s as much to learn about your field from other fields than there is within your field. Most professions, even ones that look wildly different, live under the umbrella of “Understanding how people respond to incentives, how to convincingly solve their problems, and how to work with others who are difficult to communicate with and/or disagree with you.”

 Once you see the roots shared by most fields you realize there’s a sink of information you’ve been ignoring that can help you make better sense of your own profession. 

I didn’t appreciate how important communication is to providing investment advice before reading about how many doctors struggle to communicate effectively with patients, leading to patients who don’t stick with treatment plans and are resistant to lifestyle change. There are millions of these dots to connect. Probing beyond the confines of your day job is more fun anyways.


To continue reading, please go to the original article here:

https://collabfund.com/blog/ideas-that-changed-my-life/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

Ideas That Changed My Life

deas That Changed My Life

DEC 7, 2022  by Morgan Housel @morganhousel

You spend years trying to learn new stuff but then look back and realize that maybe like 10 big ideas truly changed how you think and drive most of what you believe.

Brent Beshore recently listed the biggest ideas that changed his life. A few of mine:

Everyone belongs to a tribe and underestimates how influential that tribe is on their thinking. There is little correlation between climate change denial and scientific literacy. But there is a strong correlation between climate change denial and political affiliation. That’s an extreme example, but everyone has views persuaded by identity over pure analysis. There’s four parts to this:

Ideas That Changed My Life

DEC 7, 2022  by Morgan Housel @morganhousel

You spend years trying to learn new stuff but then look back and realize that maybe like 10 big ideas truly changed how you think and drive most of what you believe.

Brent Beshore recently listed the biggest ideas that changed his life. A few of mine:

Everyone belongs to a tribe and underestimates how influential that tribe is on their thinking. There is little correlation between climate change denial and scientific literacy. But there is a strong correlation between climate change denial and political affiliation. That’s an extreme example, but everyone has views persuaded by identity over pure analysis. There’s four parts to this:

Tribes are everywhere: Countries, states, parties, companies, industries, departments, investment styles, economic philosophies, religions, families, schools, majors, credentials, Twitter communities.

People are drawn to tribes because there’s comfort in knowing others understand your background and goals.

Tribes reduce the ability to challenge ideas or diversify your views because no one wants to lose support of the tribe.

Tribes are as self-interested as people, encouraging ideas and narratives that promote their survival. But they’re exponentially more influential than any single person. So tribes are very effective at promoting views that aren’t analytical or rational, and people loyal to their tribes are very poor at realizing it.

Psychologist Geoffrey Cohen once showed Democratic voters supported Republican proposals when they were attributed to fellow Democrats more than they supported Democratic proposals attributed to Republicans (and the opposite for Republican voters). This kind of stuff happens everywhere, in every field, if you look for it.

Everything’s been done before. The scenes change but the behaviors and outcomes don’t. Historian Niall Ferguson’s plug for his profession is that “The dead outnumber the living 14 to 1, and we ignore the accumulated experience of such a huge majority of mankind at our peril.”

The biggest lesson from the 100 billion people who are no longer alive is that they tried everything we’re trying today. The details were different, but they tried to outwit entrenched competition. They swung from optimism to pessimism at the worst times.

They battled unsuccessfully against reversion to the mean. They learned that popular things seem safe because so many people are involved, but they’re most dangerous because they’re most competitive. Same stuff that guides today, and will guide tomorrow. History is abused when specific events are used as a guide to the future. It’s way more useful as a benchmark for how people react to risk and incentives, which is pretty stable over time.

Multi-discipline learning: There’s as much to learn about your field from other fields than there is within your field. Most professions, even ones that look wildly different, live under the umbrella of “Understanding how people respond to incentives, how to convincingly solve their problems, and how to work with others who are difficult to communicate with and/or disagree with you.”

 To continue reading, please go to the original article here:

https://collabfund.com/blog/ideas-that-changed-my-life/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

How I Successfully Appealed My Home Appraisal When It Was Wrong

How I Successfully Appealed My Home Appraisal When It Was Wrong

Updated: November 25, 2022 By Robert Farrington

Appeal Home Appraisal

If you've been through the home purchasing and lending process before, you know it is extremely tedious. You have to fill out long applications, get a bunch of paper work in order, and so on. In general, it is a lot of "hurry up, then wait". But the biggest factor most people are waiting on is the home appraisal.   Well, last week, after a period of waiting, we got the appraisal back on the house we were looking to buy, and it ended up coming in a full $70,000 below our offer price, and well below fair market value to similar properties inside the same development. SO IRRITATING!

How I Successfully Appealed My Home Appraisal When It Was Wrong

Updated: November 25, 2022 By Robert Farrington

Appeal Home Appraisal

If you've been through the home purchasing and lending process before, you know it is extremely tedious. You have to fill out long applications, get a bunch of paper work in order, and so on. In general, it is a lot of "hurry up, then wait". But the biggest factor most people are waiting on is the home appraisal.   Well, last week, after a period of waiting, we got the appraisal back on the house we were looking to buy, and it ended up coming in a full $70,000 below our offer price, and well below fair market value to similar properties inside the same development. SO IRRITATING!

How could the appraiser think the value was so low? As a buyer, you'd think that would be a good thing (a lower price, right?), but in reality, this seriously jeopardized our deal. If we couldn't get a loan, the seller would have moved on, and sold the house at or near or offer price. We weren't overpaying for the house... something was just wrong.

The Appraiser Botched The Report

After reviewing the home appraisal, it became very clear what happened: the appraiser who did my appraisal botched the report. I can never say for sure if it was "pencil whipped" or he just made a lot of mistakes, but the bottom line is that there were 8 different technical and factual errors that contributed to this extremely low property valuation.

To make me even more frustrated, the appraiser only got his appraiser license 2 weeks prior to doing my house (in our state, appraisers have to be licensed and you can see a proof of their license in the report)!

Here are several factual things he missed that I found when looking over the report in detail:

He said he reviewed the sales contract (according to a box he checked on the report), but didn't include any of the seller concessions or the appliances included in the sale.

He had several discrepancies in the description of the home, including the foundation and exterior and interior descriptions

The first comparable sale he used was a foreclosure from last year, which is currently a pending sale as of the appraisal date. Instead of listing it as an active listing for the current price of $550,000, he listed it as a closed sale for the foreclosure price of $338,000. That is a huge difference and is probably what directly impacted the value of my home. You can obviously see it was a flip, and the appraiser totally failed to note that.


 To continue reading, please go to the original article here:

https://thecollegeinvestor.com/18816/appealed-home-appraisal/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

5 Tips To Help You Build Your Wealth From Nothing

5 Tips To Help You Build Your Wealth From Nothing

Personal Finance - Janice Friedman - May 17, 2018

A personal financial statement shows an individual’s net worth and their general financial position. It also shows the breakdown of the individuals’ total assets and the total liabilities. Personal financial ratios help to make sense of the individuals’ personal financial position. Think of these accumulated wealth tips for growing your personal financial statements and improving your personal finance ratios.

I love tracking my net worth and income using WeVest. This is a great way to follow your personal financial statements and personal financial ratios to ensure you are on track for financial freedom.

5 Tips To Help You Build Your Wealth From Nothing

Personal Finance - Janice Friedman - May 17, 2018

A personal financial statement shows an individual’s net worth and their general financial position. It also shows the breakdown of the individuals’ total assets and the total liabilities. Personal financial ratios help to make sense of the individuals’ personal financial position. Think of these accumulated wealth tips for growing your personal financial statements and improving your personal finance ratios.

I love tracking my net worth and income using WeVest. This is a great way to follow your personal financial statements and personal financial ratios to ensure you are on track for financial freedom.

As you improve your personal financial ratios you get closer to achieving financial freedom.

So, you are probably wondering…  Why you need wealth tips and personal financial ratios

Personal financial ratios are comparisons between the two figures in the personal financial statements. The ratios give a percentage of an individual’s financial ability to achieve a specific financial goal.

They also can help a person to map out the best path towards their specific financial goals and to track the progress that you are making with each step you make towards them. These financial ratios are the key money benchmarks. Personal financial statements are crucial examples of how your assets and liabilities are allocated.

Here are several other wealth creation tips to understand when planning your future..

There are dozens of personal financial ratios that can help you to establish your true financial health. You can read about our 19 favorite personal financial ratios here. aaWhen you think about financial freedom and personal financial ratios, you must think of them together as one. You cannot achieve financial freedom without some level of personal financial ratio analysis.

The challenge, however, is not having the knowledge of the financial ratios but translating it into meaningful results of accumulated wealth. Accumulating wealth requires you to:


To continue reading, please go to the original article here:

https://millionairemob.com/accumulated-wealth-tips/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

8 Ways to Improve Your Money Mindset

The Psychology of Money: 8 Ways to Improve Your Money Mindset

August 31, 2022 by Sam Stone

As the old saying goes, personal finance is ‘mostly personal and a little bit financial.’

Long-term growth and success rely more on our habits and behaviors than on complex knowledge and advanced strategies. Learning a few key points on the psychology of money can go a long way to building the right mindset for prosperity.  Let’s look at a few far-reaching psychological concepts that play an outsized role in our financial lives, including some of the biases and fallacies that can point us in the wrong direction.

The Psychology of Money: 8 Ways to Improve Your Money Mindset

August 31, 2022 by Sam Stone

As the old saying goes, personal finance is ‘mostly personal and a little bit financial.’

Long-term growth and success rely more on our habits and behaviors than on complex knowledge and advanced strategies. Learning a few key points on the psychology of money can go a long way to building the right mindset for prosperity.  Let’s look at a few far-reaching psychological concepts that play an outsized role in our financial lives, including some of the biases and fallacies that can point us in the wrong direction.

8 Crucial Money Psychology Concepts

Human cognition can be messy. Each of us carries a collection of cognitive biases, irrational beliefs, and behavioral quirks. When we make decisions about our money, this can, unfortunately, lead us down the wrong path.

Understanding each of the money psychology concepts below will help you approach your finances more rationally and avoid some of those poor decisions that stem from cognitive bias.

Optimism Bias

Optimism bias is the natural tendency to overestimate the likeliness of positive outcomes and underestimate negative ones.

In terms of money, optimism bias can lead to reckless decisions and insufficient planning. That can include:

Investing heavily in risky products

Carrying insufficient insurance

Taking on excessive consumer debt

Ignoring your emergency fund

No one looks forward to dealing with failed investments or significant unplanned expenses (like vehicle repairs or medical bills), but the risk is there. When misfortune does come, this optimistic bias leaves us in a precarious position.

The ideal approach to finances is to hope for the best but prepare for the worst. It’s great to be optimistic, but not when it gets in the way of sound decision-making.

Pessimism Bias

The polar opposite of optimism bias – pessimism bias – can also play an insidious role in our finances. Pessimism bias, (also known as negativity bias), draws our attention away from positive circumstances and causes us to weigh negative stimuli more heavily.

To continue reading, please go to the original article here:

https://investedwallet.com/the-psychology-of-money/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

Actual Money Fights We’ve Had (and How We Solved Them)

Actual Money Fights We’ve Had (and How We Solved Them)

December 05, 2022 MST  Category: Budgeting, Investing, Personal Finance, Spending

By Dr. Margaret Curtis, WCI Columnist (White Coat Investor)

My husband and I recently celebrated our 20th wedding anniversary (although, now that I think about it, we didn’t observe the occasion with anything more than a “nice job, babe.” We need to learn to live a little). Twenty years, two medical careers, three kids, six dogs, and many, many conversations about money later, we don’t just have shared financial goals: we have learned how to think about money in the same way.

Actual Money Fights We’ve Had (and How We Solved Them)

December 05, 2022 MST  Category: Budgeting, Investing, Personal Finance, Spending

By Dr. Margaret Curtis, WCI Columnist (White Coat Investor)

My husband and I recently celebrated our 20th wedding anniversary (although, now that I think about it, we didn’t observe the occasion with anything more than a “nice job, babe.” We need to learn to live a little). Twenty years, two medical careers, three kids, six dogs, and many, many conversations about money later, we don’t just have shared financial goals: we have learned how to think about money in the same way.

I agree with the standard advice that you should talk about finances early in a relationship, but I don’t necessarily agree that this will set you up for success later on. Since you don’t know what curves life will throw at you, you might not even know what questions to ask. It would not have occurred to me to ask my husband how much money he would throw at a backyard hockey rink, when his answer would have been, “How much is a Zamboni?” And no, we don’t have a Zamboni. We have a hot-water hose and one of these.

You can certainly see red flags early in a relationship—for instance, someone who is comfortable with credit card debt—but the biggest intangibles are harder to identify. My husband and I checked pretty much every box on financial compatibility when we met: neither of us carried credit card debt, we maxed out our retirement accounts every year, and we felt comfortable talking about money (refusing to talk about money would have been a huge red flag for me). We had similar cheapskate/New England hippie lifestyles. But we still had plenty to learn about money, as I will explain.

Here are some of the misconceptions we had about money and how we have evolved in our thinking. You don’t have to agree with any of our ways of thinking about money—or your spouse’s. There is room in a healthy relationship for different approaches. You might find that looking at your attitudes toward money sheds some light on other conflicts you and your partner have. Or you can use these topics as a conversation opener on a date and watch ‘em swoon.

Since marriage is a collaboration and not a competition and since I am hoping to make it another 20 years, I am not going to identify which of us brought these incorrect concepts into the marriage. We all have room to learn.

Save on the Small Stuff So You Can Spend on the Big Stuff

This is also called “penny wise, pound foolish.” Some people swear by scrimping on little, day-to-day stuff and, at the same time, spending on big extravagances. We no longer take this approach because:

It doesn’t work.


To continue reading, please go to the original article here:

https://www.whitecoatinvestor.com/money-fights-weve-had/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

Don’t Try to Get Rich Twice

Don’t Try to Get Rich Twice

December 6, 2022 by Ben Carlson

Before becoming one of the most important movie studio executives of the 1970s, Robert Evans took a break from the glitz and glam of Hollywood to work for his brother’s apparel line, Evan-Picone.

The company was so fashionable in the 1960s that every investment bank was pushing them to go public. Before going that route, Robert’s brother Charles put a call into Charlie Revson, the founder and owner of Revlon. After six months of back-and-forth negotiations, Revlon agreed to buy Evan-Picone. The deal was for $12 million (which would be more like $100 million today).

Don’t Try to Get Rich Twice

December 6, 2022 by Ben Carlson

Before becoming one of the most important movie studio executives of the 1970s, Robert Evans took a break from the glitz and glam of Hollywood to work for his brother’s apparel line, Evan-Picone.

The company was so fashionable in the 1960s that every investment bank was pushing them to go public.  Before going that route, Robert’s brother Charles put a call into Charlie Revson, the founder and owner of Revlon.  After six months of back-and-forth negotiations, Revlon agreed to buy Evan-Picone. The deal was for $12 million (which would be more like $100 million today).

The brothers Evans each owned a piece of the company, although Charles received a bigger payout since he helped found the brand.  They both earned a life-changing amount of money from the sale but the risk profile of the brothers was polar opposite.  Charlie wanted to conserve his wealth while Robert wanted more.  Evans explains what happened next in his wonderful biography, The Kid Stays in the Picture:

As brothers, Charles and I were so alike yet so different. Charles ultraconservative, me a gambler. Today, Charles is a millionaire a hundred times over. Me, I’m still in hock.

Our first investment, after selling Evan-Picone, was in a speculative mutual fund. Charles, the far richer, put in $25,000; me, a quarter of a million. Two months later, the fund went bust, I mean bust—zero back on the dollar. How depressing it would have been to know then that it was a portent of our financial futures. Even in the gold-rush eighties, I came up a loser.

Evans spent much of his life going from boom to bust and back again — making a lot of money, losing it all and repeating the cycle.  He later admitted, “Going for broke rather than going backward had always been my style.”   This style helped him in the movie business but hurt his finances.

There’s nothing wrong with taking some risks, in your career or with your money. There is no reward if you take no chances.  But there are certain risks that are avoidable and unnecessary depending on your circumstances.

To continue reading, please go to the original article here:

https://awealthofcommonsense.com/2022/12/dont-try-to-get-rich-twice-2/

Read More
Advice, Personal Finance DINARRECAPS8 Advice, Personal Finance DINARRECAPS8

5 Tips To Help You Build Your Wealth From Nothing

5 Tips To Help You Build Your Wealth From Nothing

Personal Finance - Janice Friedman

A personal financial statement shows an individual’s net worth and their general financial position. It also shows the breakdown of the individuals’ total assets and the total liabilities. Personal financial ratios help to make sense of the individuals’ personal financial position. Think of these accumulated wealth tips for growing your personal financial statements and improving your personal finance ratios.

I love tracking my net worth and income using WeVest. This is a great way to follow your personal financial statements and personal financial ratios to ensure you are on track for financial freedom.

5 Tips To Help You Build Your Wealth From Nothing

Personal Finance - Janice Friedman

A personal financial statement shows an individual’s net worth and their general financial position. It also shows the breakdown of the individuals’ total assets and the total liabilities. Personal financial ratios help to make sense of the individuals’ personal financial position. Think of these accumulated wealth tips for growing your personal financial statements and improving your personal finance ratios.

I love tracking my net worth and income using WeVest. This is a great way to follow your personal financial statements and personal financial ratios to ensure you are on track for financial freedom.

As you improve your personal financial ratios you get closer to achieving financial freedom.

So, you are probably wondering…  Why you need wealth tips and personal financial ratios

Personal financial ratios are comparisons between the two figures in the personal financial statements. The ratios give a percentage of an individual’s financial ability to achieve a specific financial goal.

They also can help a person to map out the best path towards their specific financial goals and to track the progress that you are making with each step you make towards them. These financial ratios are the key money benchmarks. Personal financial statements are crucial examples of how your assets and liabilities are allocated.

Here are several other wealth creation tips to understand when planning your future..

There are dozens of personal financial ratios that can help you to establish your true financial health. You can read about our 19 favorite personal financial ratios here. aaWhen you think about financial freedom and personal financial ratios, you must think of them together as one. You cannot achieve financial freedom without some level of personal financial ratio analysis.

The challenge, however, is not having the knowledge of the financial ratios but translating it into meaningful results of accumulated wealth. Accumulating wealth requires you to:

To continue reading, please go to the original article here:

https://millionairemob.com/accumulated-wealth-tips/

Read More