People often dream of getting a big financial windfall. The most common sources of sudden money are lawsuit judgments, divorces, business sales, inheritances
We all deal with death differently, including coping with a parent's death. Adult children might have some unique considerations, especially with the last
It’s the start of a new year, which means it’s time to make—and hopefully begin to implement—New Year’s resolutions. Eating healthier, getting more exercise and
December is generally the peak time for charitable giving. When I work with clients on spending forecasts, I’m often asked, “How much should I be giving to
I wasn’t going to do it. I wasn’t going to write about overspending during the holidays, but I can’t help myself. I got sucked into the Black Friday/Cyber
Thanksgiving is now one of my favorite holidays. Besides the food, friends and family gatherings, it gives me time to reflect on how blessed I am.
We so often
As we age, we slow down physically and cognitively. The physical aspects of aging are more noticeable than the cognitive. My family has watched my mother-in-law
As I’ve aged, my fondness for amusement parks has waned. I grew up in Illinois, and our park of choice was Six Flags outside of St. Louis. As my kids were
I was at a retreat recently with fellow planners, and one of the topics was, “Lessons Learned from the ’08 Meltdown: How Are You Preparing Your Portfolios and
Unfortunately, I got a song stuck in my head this week—Kenny Rogers’ “The Gambler.” As I had financial planning on my mind, I wondered if there was any sage
It’s been a while since I was in London and rode the Underground. Passengers are warned to “mind the gap” when boarding a train.
If you have never taken a
As investors continue to look for increased yield, I have noticed a lot more interest in closed-end funds. The concept of closed-end funds has been around since
