Wisdom on Wealth Columns

Fighting Over Family Finances?

I’m not a marriage counselor or family therapist, but I know this: One of the biggest sources of tensions for couples is money. Finances have a way of triggering conflict or fueling old resentments. What can we do about this?Well, first, we need to understand the different ways we tend to deal with conflict (over […]

Bill Cassidy’s “Big Idea”

Social Security is facing a big problem. In eight years, the program will have only enough funds to send recipients 76% of their promised benefits. Imagine a retiree currently receiving $1,000 in monthly benefits suddenly getting just $760 per month.  That 24% cut in income would be devastating to many.  Senator Bill Cassidy (R-La) believes […]

Four Smart Money Tips for Your Home Improvement Project

A couple I know is downsizing. Though this new house has “good bones,” it needs some renovating and a great deal of updating.  The wife wants a to-the-penny budget in advance. The husband maintains that since they can’t predict everything they might need or want to do until they get into the project, any budget […]

“Get to Work” vs. “Gotta Work”

Every now and then, I meet someone who tells me, “I love my work. And because of that, I’m not wild about the idea of ‘retirement.’ To me, that sounds like punishment, not paradise. Yet every time I go see my financial planner, retirement is all he talks about! Tell me: If I’m NOT planning […]

Today’s Choices Shape Tomorrow’s Opportunities

Your spouse found a renovated lake house. The property’s beautiful, and the price is nice. But when you mention current interest rates and the risk of taking on more debt, you hear, “Babe, c’mon! Life is short. This is our chance to build some memories with the kids. Besides, if we don’t pull the trigger—and […]

In a World of Specialists, You May Need a Generalist

Someone once told me: “I went to see my financial guy about retiring and all we talked about was my mutual fund’s performance! I know that’s important, but don’t I also need to be talking to an attorney about revising my will? And what about long-term care?” Not to wax nostalgic, but things used to […]

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