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...
A financial advisor that you feel you can trust is not automatically one who is trustworthy. Making that distinction can be crucial to your financial well-being. “Feeling” that a person is trustworthy or “listening to your gut” is not a safe...
Financial advisors who charge commissions are two to eight times more likely than those who charge fees to recommend risky investments. This is the finding of a survey done by the North American Securities Administrators Association (NASAA) of 516 financial firms with...
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...
