Tag: preparing for retirement
Mar 30, 2026
A common issue I see with financial planning clients is whether and how to provide financial help to adult children. Should they pay for college? Cover the down payment on a home? Help out with expenses for the grandkids? Take care of debt or bail out financial...
Nov 11, 2024
A long-anticipated tidal wave of retirees has arrived. In 2024, more than four million Americans—an average of 11,000 per day—have reached or will reach age 65. This surge, the largest in history, will continue through 2027, according to a recent study from...
Sep 19, 2022
One popular money script is, “I need to leave an inheritance to my kids.” Yet choices that parents make based on this money script can actually result in both failing to leave an inheritance and even costing children money. Here is one way that might happen. My town...
Dec 2, 2019
Where Will Your Retirement Money Come From?Watch this video on YouTube When you retire, where will your money come from? The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019...
Jul 1, 2019
Plan B For Aging a Lifesaver for You and FamilyWatch this video on YouTube Your family day at the lake is interrupted by a thunderstorm. You’ve planned the perfect outdoor June wedding, but unseasonable cold will have the bridesmaids turning blue. You and your...
