A recent Kiplinger article, “5 Big Problems to Solve Before You Retire,” lumped financial advisers into two camps.
“There are those who promise everything is
“Plans are of little importance, but planning is essential.”
—Winston Churchill, former British prime minister
Everyone needs a financial plan, but not
Couples fight about money. Money fights can put a strain on any relationship and are a frequent cause for divorce. Divorce is one life event that will almost
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