Financial planners working with clients as they confront crises like the recent supply chain disruptions need to have a holistic view of planning, increase their own emotional intelligence and improve their communications skills. November 30, 2021 By David Dubofsky and Lyle Sussman Click Here to see article published in InvestmentNews, November 30, 2021 The recent supply chain disruption and…
Are you prepared for retirement? This assessment helps you answer that question. Retirement planning typically considers only your financial needs. But there are many nonfinancial issues that should be considered as well – your emotional, psychological, and social needs. The best retirement planning looks into the future from a perspective of Total Wealth. It incorporates both financial and nonfinancial issues….
David A. Dubofsky Retired Professor of Finance – University of Louisville and author of “Your Total Wealth…. The Heart and Soul of Financial Literacy” The Heart And Soul Of Financial Literacy from Thomas Neuhaus on Vimeo. Watch video here: https://vimeo.com/539887856 Download: PPT deck *Americans Lack Knowledge About Finance Business Insider survey of 2007 millennials: only 20.7% understood the terms and…
For some down-to-earth, basic advice on money and life, I have a book to recommend: “Your Total Wealth: The Heart and Soul of Financial Literacy.” by: H. Dennis Beaver, Esq. April 17, 2021 “Mr. Beaver, I am finally starting to earn real money in my medical practice but don’t know the first thing about investing. I need concrete advice on…
David A. Dubofsky Retired Professor of Finance – University of Louisville and author of “Your Total Wealth…. The Heart and Soul of Financial Literacy” What are the key situations when going into debt is worth it? Personally, I view debt as a drug. If you use drugs irresponsibly, you will suffer the consequences. The same holds if you use debt…