Thinking ahead about how investing can support financial goals is the purpose of planning. Naturally, there’s lots of talk about common planning targets: retirement and college. But there’s also consideration of how to achieve multiple goals at various stages of life — whether covering basic needs or leaving a legacy — and how taxes and tax planning could impact results. Articles in the planning category allow you to clarify how today’s decisions can impact efforts to grow, manage, and maintain wealth.

Investing Lessons from The Wolf of Wall Street

When I heard about the movie The Wolf of Wall Street, I was excited and intrigued. I anticipated that this movie would offer an insider’s view of Wall Street, specifically about the investment business.

First, I was disappointed (and a bit freaked out) by the adult content of this movie. I should have known something was amiss when my teenage son questioned my selection of this movie, which I borrowed from the library. For now, though, I am going to focus on the story and its valuable lessons.