For decades, financial experts like myself have implored you to have a health care power of attorney. Now, some health care experts say you don’t need one because they don’t work. “Decades of research demonstrate advance care planning doesn’t work. We need a new...
What makes life worth living? This question is at the heart of financial life planning and financial therapy. I remember my late mentor Dick Wagner, CFP, talking about reviewing a person’s financial statement during a visit to Japan. Along with the normal...
Is maintaining good physical health a worthwhile investment? The statistics suggest that in the long run, poor health will cost far more than the money or time it takes to maintain good health. Most of us might say we agree with this conclusion, but our behaviors say...
“What do you do for a living?” is a common question when we’re introduced to someone new. If there’s no time for conversation I’ll answer, “I am a financial advisor.” The discussion is usually over. If the social situation allows...
Watch this video on YouTube Pandemics, unlike other disasters which bring communities and nations together, fracture relationships and social structures. In a March 12 New York Times column, “Pandemics Kill Compassion, Too,” David Brooks discusses...
Watch this video on YouTube These are hard times to be in the caregiving business. Of course, front and center in this crisis are the medical caregivers charged with people’s physical wellbeing. These devoted and courageous professionals risk their lives caring...
