Early in my career, I learned that water causes wills. “Hey, Julie and I are going to Europe to celebrate her 40th birthday and we both decided we wanted to get wills done before we go…” It’s a phone call I get once or twice a year, either from a client or a friend. Something about […]
Water, Wills, and What to Say Read More »
“Why hasn’t anyone ever told me about this?” she asked. She was at the same time relieved, chagrined, and just a tiny bit angry. Like many facing retirement, she had started later than she now wished she had and was facing the prospect of a significant lifestyle change. Sure, she could keep spending money in
Hidden in Plain Sight Read More »
When a preacher tells you that your treasure should be in heaven, you might want to listen. But if one of them starts telling you that at least some of your treasure might be found in recently discovered Confederate government bonds, foreign exchange currency schemes, timber contracts, off-shore certificates of deposit or high yield hospital
Of Scams, God, and Good ‘Ol Boys Read More »
Question: What is financial wellness? I am a human resources professional and financial wellness is a hot topic among my peers. The idea is that if we provide financial wellness training for our employees, they can be more stable and productive for their employers. That sounds good, but I’m not even sure how to define
Financial Wellness Read More »
Question: My wife and I are setting some goals with respect to our retirement and we have a question. Should we be pessimistic or optimistic about how things will go, both now and in retirement? I’ve run different scenarios and things can really turn out wildly different, depending on what assumptions you use. Answer: One
Goal Setting: Aim at What You Require, Desire, and Aspire Read More »
Question: I have been working with a financial planner for a few years and I’m not satisfied. It isn’t so much about the investment part. That’s been OK. But I just don’t feel like he knows I am alive. Is it too much to expect to be able to find someone who will take care
Mistakes When Working with a Financial Advisor Read More »
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