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*Financial Awakenings

Will Taking Social Security Early Leave Retirement Income On The Table?

What’s the best age to start taking Social Security? That is a frequently asked question for financial advisors. It’s also, as any financial advisor will admit, completely unanswerable without significantly more information. Social Security is too inherently complex...

Building Wealth With Real Estate: A Look Back

There’s nothing like cleaning out your attic or a storage unit to offer a chance to reflect on your life. I’m currently “enjoying” this opportunity as I dig through boxes holding decades of accumulation. It takes a lot longer if you stop and ponder on the contents of...

How Do You Protect Your Finances From Yourself As You Age?

One of the saddest experiences for a financial advisor is watching an elderly client decline and, despite our best efforts, being unable to protect them from themselves. I wrote in 2007 about an elderly client who fired me when she was failing cognitively but still...

Save Money With An Annual Subscription Audit

How much do you pay every month for invisible stuff you don’t use? I’m referring to subscriptions or memberships for things like music streaming, movies, software, magazines, gyms, shopping clubs, and other services or online resources you may have forgotten about....