David Beren
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Everything by David.

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Investing

A $750,000 Portfolio. A 5% Blended Yield. A $37,500-a-Year Paycheck Most Retirees Build by Accident.

May 14, 2026
Personal Finance

How to Recover Financially After a Gray Divorce

May 14, 2026
Personal Finance

The Allianz 2025 Annual Retirement Study Found That Financial Confidence Has Fallen 13 Points Since 2020

May 13, 2026
Personal Finance

The Allianz Study Found That 67% of Americans Worry Social Security Won’t Last Their Full Retirement

May 13, 2026
Personal Finance

Your Retirement Will Probably Look Nothing Like Your Parents’, According to the Northwestern Mutual 2025 Study

May 13, 2026
Personal Finance

64% of Americans Are More Afraid of Running Out of Money Than They Are of Dying, and the Allianz 2025 Retirement Study Explains Exactly Why

May 13, 2026
Personal Finance

The Sandwich Generation Is Running Out of Time and Money According to This Allianz Study

May 13, 2026
Personal Finance

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

May 13, 2026
Investing

The Charitable Remainder Trust That Pays a 72-Year-Old $85,000 a Year for Life and Generates a $179,000 Tax Deduction in Year One

May 13, 2026
Personal Finance

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

May 13, 2026
Personal Finance

Northwestern Mutual’s 2025 Planning & Progress Study Found That 69% of Millennials Say an Inheritance Is Critical to Their Retirement

May 12, 2026
Personal Finance

The Northwestern Mutual 2025 Study Says 74% of Millionaires Work with a Financial Advisor Versus Just 34% of Everyone Else

May 12, 2026
Personal Finance

The Northwestern Mutual 2025 Legacy Study Finds 77% of Parents Involve Their Kids in Advisor Meetings

May 12, 2026
Personal Finance

63% of Americans Say Investing Needs Patience, Yet 43% Are Trading More Than Ever

May 12, 2026
Personal Finance

Northwestern Mutual’s 2025 Planning & Progress Study Found That 64% of American Millionaires Don’t Consider Themselves Wealthy

May 12, 2026
Personal Finance

The Northwestern Mutual 2025 Study Says 79% of American Millionaires Are Self-Made

May 12, 2026
Investing

Half a Million Dollars. Three Tickers. $3,100 a Month In Income

May 12, 2026
Personal Finance

Northwestern Mutual’s 2025 Planning & Progress Study: Half of American Millionaires Think Their Financial Planning Needs Work

May 12, 2026
Investing

Sue Is 67. Her ‘Pension’ Is Three ETFs. It Wires Her $5,700 a Month.

May 11, 2026
Investing

A Million-Dollar Portfolio. Two Vanguard Funds. About $2,300 a Month (If You Can Resist the Urge to Tinker)

May 11, 2026