Mid-Q4 2019 Article Summaries (Advice from a 95 year-old billionaire)

2020 IRA, Roth and 401k contribution limits are released
Neither Roth nor IRA contribution amounts will change next year ($6,000 allowed per person; $7,000 if you are 50 or older). But 401k maximum was pushed up $500 to $19,500 and 50 year-olds and older can contribute $26,000. Phase-out (for making too much money) of retirement accounts were also increased

Charlie Munger (Warren Buffet's business partner) offers advice on a long and happy life
He's 95, a billionaire, and an upbeat, happy person. What's been his recipe for his happy (and long) life? It's fairly simple.

Questionable behavior?
Sometimes our financial behavior trips us up. Allan Roth puts these questions to his clients to try to shake up some of their (falsely biased) opinions. The questions are fun, even if the conclusions aren't earth-shattering.

Retirement hits us each individually
Some transition easily and others do not. From studies and surveys they've grouped retirees into 9 main categories. Of course you won't be 100% in one, but it is wise to take a look at each and make sure you are planning for the good and acknowledging the bad--so you can plan to mitigate it now.