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Talking About Death, Money, and Emotions

Watch this video on YouTube One of the challenges in financial planning is the strong taboo in our society against talking about money. Another powerful taboo is talking about death when someone has a serious illness. When someone is diagnosed with cancer, for...

Giving Kids the Best Financially

Watch this video on YouTube Almost all the financial decisions parents make around our kids have one thing in common: we want what’s best for them. This is the case whether we’re setting the amount of an allowance for an eight-year-old, helping a teenager...

Sarah Cited in Article on Dementia and Financial Planning

An October 20 article at New Retirement, titled “How to Deal with Dementia or Alzheimer’s: 5 Retirement Financial Planning Steps,” focuses on coping with the financial challenges of dementia. One of the keys to preparing for this possibility in retirement...

Let Heirs Know Your Legacy Plans

Watch this video on YouTube Estate planning can be one of the most emotionally difficult aspects of financial planning. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans. While most of us probably accept in theory that...

Rick Cited in Wall Street Journal on Best Assets to Leave to Heirs

When you plan the best strategies for withdrawing money to fund your retirement, one factor to consider is which types of accounts are best to leave to heirs. An article by financial writer Andrea Coombes in The Wall Street Journal (June 2 online and June 3 in the...

More on Money and Marriage

Watch this video on YouTube To marry or not to marry? This isn’t a decision to make on financial grounds, but the choice certainly has financial consequences. My column a few weeks ago about laws that provide financial incentives not to marry drew a great many...