Watch this video on YouTube I received several responses to the recent column about Mary, an elderly long-time client who was gradually deteriorating mentally and who fired me as her financial planner, co-executor, and her general and health care power of attorney....
Watch this video on YouTube Financial planning, as is obvious from the name of the profession, is directed toward the future. One important aspect of a financial planner’s work is “retirement planning”—helping clients invest and manage their funds to make sure they...
Watch this video on YouTube Mary, a retired professional woman who had never married, first came to see me in 1992, when she was 70. She had invested in three blue chip companies in the 1950’s and was savvy enough to hold onto those stocks through the years. As a...
Watch this video on YouTube Most people have a family physician. Many, especially business owners, also have an accountant and an attorney. Fewer, however, have financial planners. Some of the reasons they give include: • I am not sure what a financial planner does. •...
Watch this video on YouTube One of my aspirations in life is to see the world. Both my wife and I enjoy visiting new places and experiencing different cultures. We’ve learned, however, that there’s a price to pay for those relaxing, pleasurable visits to the world’s...
Watch this video on YouTube Making a marriage work is a 50/50 proposition, with each spouse being 100 percent responsible for his or her 50 percent. That said, there is also a 50 percent probability that the marriage will not work. What happens to the 50 percent of...
