Here’s a question I got a while back… “My parents have asked me to oversee the estate planning process for our family. It could be a little tricky. You see, I have four siblings. Most of us have kids, but not all. We’ve always gotten along as a family, but I’m a little worried that […]
Estate Planning Strategies for Avoiding Conflict Read More »
Can working a few years longer really make a big financial difference for retirees? Perhaps more than you might think. A couple recently asked me to help them evaluate their retirement options. I’ve changed the names and numbers to protect the innocent (or insolvent). Bob and his wife Vicky are 60. Their house is paid
The Surprising Benefits of Delaying Your Retirement Read More »
Here’s a provocative question someone once asked me… “If I’m aware of a group of co-workers who are stealing from our company, should I report this ongoing theft—or look the other way and just let things play out?” In other words. “Should I become a whistleblower?” Whistleblowing is when an employee of a business (or
When Should You Blow the Whistle? Read More »
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