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Money Management

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....

Will The High Costs Of Long-Term Care Leave You Broke?

When people refer to “Dying Broke,” they typically are envisioning spending their retirement nest egg on creating experiences and memories for themselves, family, and friends. They usually aren’t talking about outliving their financial resources as a result of...

Build Emotional and Financial Intimacy With Prenup Money Conversations

Imagine for a moment that you and the love of your life are young, starry-eyed, and newly engaged. Someone asks, “Do you plan to get a prenup?” You would likely stare at them in stunned disbelief and say something like, “Are you kidding? Of course not! We don’t have...