Watch this video on YouTube I often say that fifty percent of my job is educating clients. However, from time to time that works in reverse, and they educate me. Recently a client told me about an obscure provision in the Social Security laws that allows you to...
Watch this video on YouTube I recently received an email that really touched me. It was from an editor of a newsletter for financial planners that I subscribe to. This man had tragically lost his wife a short time earlier, and this email informed his subscribers of...
In just a few weeks I will begin instructing a 16-week course on “The Psychology of Money: Understanding Your Clients From the Inside Out.” I will be using Facilitating Financial Health as the main text book. I’ll take participants on a journey of...
Watch this video on YouTube An August 1, 2008 story by Laura Meckler in The Wall Street Journal included the following quote that got my blood boiling. She said: “Beginning in 2017, the government will start paying out more in Social Security benefits than it collects...
Watch this video on YouTube I recently wrote a column about “longevity insurance.” This topic raised the question of how financial planners estimate our clients’ life spans. Obviously, if we planners are going to tell you whether you’ll have enough money in retirement...
