Author name: Margie Murray

My husband and I have $6 million in retirement and zero debt. What do you recommend for the couple who has everything?

Dear Quentin, We are 64 and 66, married 40-plus years and live in Maryland. We are healthy, blessed, and have no debt. We worked hard to maximize our retirement savings, and we now have $3 million, and $2.5 million in stocks, cash and CDs outside of retirement. We have not applied for Social Security, and …

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What is financial planning and how does it work?

Financial plan, investment plan, liquidity plan or business plan – there are many terms for the thorough listing of one’s current or future, financial situation. First of all, it is important to distinguish between a bankable financial plan and private financial planning. Now you can find out how to create a personal financial plan and …

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Simple Explanation of Impact Investing

Only certain sustainable investments count as impact investing. We explain what lies behind the term, what challenges the measurement of impact poses for experts, and whether this modern form of investment is already suitable for private investors. Impact investing: the investment of tomorrow? Interest in sustainable business is growing steadily, and ecological and social awareness …

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