Personal Finance Economics
Subscribe
Sign in
Home
Literacy and Risk Tolerance
Built Financial Plans
Learn Together
Explore
Archive
About
New
Top
Discussion
The Summer Worker
Savings for your child or grandchild
May 30
•
Robert Puelz
1
2
Share this post
The Summer Worker
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Knowing Affordability
Living your best life
May 16
•
Robert Puelz
1
2
Share this post
Knowing Affordability
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Real People, Real Plans
In the financial world, comes news of recessionary prospects created by taming inflation and the inevitable “what’s next” question from clients of…
May 8
•
Robert Puelz
Share this post
Real People, Real Plans
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
April 2023
Great Financial Plans Do Not Require Life Insurance
How to know when you need it
Apr 24
•
Robert Puelz
2
Share this post
Great Financial Plans Do Not Require Life Insurance
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Social Security at Risk
2034 is coming
Apr 5
•
Robert Puelz
Share this post
Social Security at Risk
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
March 2023
Ideas
Writings grouped by topic
Mar 29
•
Robert Puelz
1
Share this post
Ideas
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Brokerage Accounts and Bank Runs
Does FDIC insurance apply?
Mar 20
•
Robert Puelz
Share this post
Brokerage Accounts and Bank Runs
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Investments Toying with Life
A Surgeon's tale
Mar 15
•
Robert Puelz
1
Share this post
Investments Toying with Life
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Why Should Nico Save for Retirement?
The SECURE Act 2.0 Opt-In Mandate
Mar 7
•
Robert Puelz
Share this post
Why Should Nico Save for Retirement?
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Join my Subscriber Chat
Connect, Converse, Learn
Mar 1
•
Robert Puelz
Share this post
Join my Subscriber Chat
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
February 2023
Friends Know Him as Moises
The Power of Upside Investing
Feb 23
•
Robert Puelz
1
Share this post
Friends Know Him as Moises
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
Claiming Social Security Under Investment Risk
Context and wealth diversification matter
Feb 16
•
Robert Puelz
1
Share this post
Claiming Social Security Under Investment Risk
robertpuelz.substack.com
Copy link
Facebook
Email
Notes
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
