“Mom, I can’t take time off work today to take you to your doctor’s appointment, so I’ve arranged to pay for an Uber driver instead.” The elderly parent’s need for transportation is met. The son or daughter’s obligation and...
If you missed our webinar yesterday, Solving the Social Security Puzzle, you can access the replay by clicking the link below. Solving the Social Security Webinar with Rick Kahler and Nathan...
After you retire, do you still need financial planning? And can you afford it? The answer to the first question is clearly “yes.” The answer to the second is “It depends.” At times it’s true that a financial planner becomes unaffordable in...
One of my retired clients is fond of telling me, “Growing old is not for the faint of heart.” As we age, it becomes increasingly important for us to have a support system that will advocate for us, or “have our back.” Putting such a support...
Problematic money behaviors are never about the money. Frequent readers of this column have seen me write about that over and over again. Suggesting cognitive action steps can only resolve about 20% of these behaviors. Take, for example, the challenge of making...
I spend a lot of focus helping my clients protect their hard-earned assets from the reach of a frivolous lawsuit. The chance of such a lawsuit in the US is always a risk when a person with a nest egg is perceived as “rich” and someone who “could...
