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 tensions […]

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 […]

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 […]

We have an obesity problem in the United States.  I’m not talking here about the four out of ten adults who have an excessive amount of body fat (thus risking the shorter life expectancies and increased health problems that a high BMI produces).  I’m talking about the HUGE (pun intended) “financial obesity” problem in America.  […]

21 Ways to Find More Money to Save You know you need to save money. You say you want to save money. But what do you do if you don’t see obvious ways to do so.  Here are 21 creative ways to “find” money for savings. The list is not exhaustive. Some ideas will result […]

It’s common to hear people say, “Fifty is the new forty” or even “Sixty is the new forty.” For the record, this isn’t some kind of “new math.” It’s a way of saying that people are doing certain things later in life—the kinds of things previously reserved for younger adults. Think of your neighbor who […]