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Tag: Retirement Planning

Why We Don’t Plan For The Inevitable

Why do we put off taking action that is important to our financial health? Last week we explored some of the financial “emergencies” that can be avoided with planning or prevention. It’s easy to understand why planning is so important. It’s less easy...

“You’re It.” Financial Caregiving and Money Beliefs

“Mom, I can’t take time off work today to take you to your doctor’s appointment, so I’ve arranged to pay for an Uber driver instead.” The elderly parent’s need for transportation is met. The son or daughter’s obligation and...

Financial Planning After Retirement

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...

Common Retirement Money Mistakes

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...

The High Financial Cost of Gray Divorce

I spend a lot of focus helping my clients protect their hard-earned assets from the reach of a frivolous lawsuit. The chance of such a lawsuit in the US is always a risk when a person with a nest egg is perceived as “rich” and someone who “could...