For decades, financial experts like myself have implored you to have a health care power of attorney. Now, some health care experts say you don’t need one because they don’t work. “Decades of research demonstrate advance care planning doesn’t work. We need a new...
Watch this video on YouTube Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime. Sometimes that relationship even extends...
Watch this video on YouTube For seniors, arranging to entrust financial affairs to someone else is an important part of preparing for old age. Once you have chosen a surrogate and dealt with some of the details laid out in last week’s column, one question...
Watch this video on YouTube One area that few seniors prepare for is arranging for someone else to handle their financial affairs when they can no longer fully care for themselves. This is easy to put off, for three primary reasons. First, there are a lot of difficult...
Watch this video on YouTube I remember my mother shuttling three kids to simultaneous and overlapping doctor appointments, music lessons, Boy Scout events, school, and athletic events, with timing precise enough to make an air traffic controller jealous. As parents,...
