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Tag: fee-only financial planning

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...
Is Financial Trauma Holding You Back From Living Your Best Life?

Is Financial Trauma Holding You Back From Living Your Best Life?

Is Financial Trauma Holding You Back From Living Your Best Life? By Alana Benson April 17, 2024 Whether it’s going to bed before midnight, eating broccoli, or dealing with your finances, doing the “right” thing can sometimes feel like a herculean effort. Similar to an...

Keep Your Politics Out of Your Portfolio

Financial Planning magazine posed the following question to 320 financial advisors: ”How will the U.S. election outcome influence retirement planning, and what steps are you currently taking?” The responses revealed that a stunning nine out of 10 advisors anticipated...

Winning Financial Strategy Combines Strong Offense and Defense

Thirty years ago, jogging with a friend, I told him about the difficult time I was having financially. Even though my business’s earnings were very good, the profitability wasn’t where it needed to be. After listening to me for several miles, he said something I’ve...