Wisdom on Wealth Columns

6 Essentials for a Life of Wealth

In my last column we looked at the difference between affluence and wealth.  My simple definition of affluence is “your income relative to everyone else’s.” If you make $36,000, you qualify as an average Joe – you’re right in the middle of the income numbers for the rest of the country.  However, someone making $36,000 …

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Who is Really Rich – the Affluent or the Wealthy?

“We’re gonna be rich!” Don bellowed as he beat his fist against the steering wheel. He drove a white Lincoln Continental with burgundy leather interior. It was longer than most living rooms and at that moment was lumbering down I-55 from St. Louis to Jackson, MS. The windows were down and his heart was full.  …

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What If You Outlive Your Heir?

You want to leave your estate to certain people. But suppose they die first. What then? Ideally, you’ve spelled out your wishes—and contingency plans for scenarios like this—in a written will. If not—and assuming you never get around to writing a will—Louisiana (assuming you live here) will use its “laws of intestacy” to essentially create …

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About that Financially Irresponsible Person in Your Life

We’ve all got them. People in our lives who live in a chronic state of financial mess. When it comes to money, they habitually make poor choices. There’s the friend who overspends. Despite his big salary, he’s got even bigger debt. There’s the parent who under-saves. The sibling who comes to you annually for “just …

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About that Money You’ve Been Paying Social Security

“I wish I had all the money I’ve paid into Social Security. I’d be rich.” Over the years, I’ve had one or two (hundred) folks say something like that to me.  Recently I got so curious, I decided to run the numbers. On myself. (By the way, did you know you can go to the …

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Goldilocks and the Three Retirements

What exactly do you want out of retirement?  (I ask because when it comes to this topic most folks focus mostly on tools—pensions, 401(k) plans, Social Security, etc. Only a few think about goals.)  Many answer by saying they want be able to sleep till 10 or not have to dress up every day. I …

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