Tag: Money and family
Feb 24, 2025
My wife and I recently enjoyed a trip to the Middle East. In Jordan, we had the unique privilege of dining in the home of a local family. The homemade food was delicious and unforgettable. Another memorable part of the evening for me was a conversation about money. As...
May 15, 2023
Last week I discussed the risk of having a long-term financial plan dismantled late in life by adult children, usually with good intentions. What can you do to guard your financial plan against this possibility? Here are several suggestions to consider. Clarify for...
May 8, 2023
When someone engages an “advice-only” financial planner, the relationship often lasts for the client’s life. I have experienced this with numbers of clients over my 40-year career. One of the main concerns many of my elderly clients express to me is a need to be sure...
Oct 3, 2022
References to income and wealth inequality generally focus on how unevenly income and wealth are distributed throughout a population. The greater the gap between those at the top and the bottom, the more problematic it can be to the social health of a country. In a...
Apr 18, 2022
Someone who wouldn’t dream of betraying their spouse or partner by having an illicit affair may be risking the relationship in another way: by committing financial infidelity. Being financially unfaithful to a partner has the potential to be just as damaging to the...
