Tim’s Top Links – 11/26/19

Divorce is a really unfortunate thing to go through for everyone involved.  However, you don’t need to make it more difficult than it needs to be by making financial mistakes as well.  Tom talked about financial mistakes to avoid during a divorce in Ep. 168 of the Mullooly Asset Show.

Here’s what I’ve been reading this morning:

‘Don’t Open the Door for Financial Strangers’ – Tony Isola – A Teachable Moment

  • Tony warns of some unfortunate sales tactics used by salespeople in the industry, and why it’s important to stay aware and avoid these people.

‘The Best Investment You Can Make’ – Nick Maggiulli – Of Dollars and Data

  • With Thanksgiving in a few days, Nick gives a great reminder to invest more time in truly getting to know your family and loved ones.

‘Must-Know Statistics About Long-Term Care: 2019 Edition’ – Christine Benz – Morningstar

  • LTC is a relatively unknown topic for most people, but if you need it – it’s super important.  Christine shares some useful stats to know about LTC.

‘Opportunities in an Evolving Financial Industry’ – Margaret Franklin, Martin L. Flanagan – Enterprising Investor

  • Regulation changes, technological advances, changing client desires are all playing into a quickly changing financial industry landscape.


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