You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
Three Stages of the Typical Retirement
It’s easy to think of retirement as one thing, one phase of life that we all aspire to experience. And why not? After all, retirement is such a stark contrast …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Back To The Basics: A Surprising Truth About Money
When investors look at their account statements during the accumulation (savings) phase of their life, they will generally process what they see as a single, lump sum amount. “I have …
Insurance Isn’t For the ‘Average’
There’s so much discussion of insurance these days, with politicians on both sides engaged in battle over what’s best for the ‘average American.’ Of course, the result of this debate …
Match the Money To the Need
I did a radio show interview a few years ago when my book was first published. The host of the show asked me, “What’s one piece of advice you’d offer …
Healthcare May Be Broken, But Your Retirement Plan Doesn’t Need To Be
Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes, and you’ll be fine. It sounds so simple, and it …
Retirement Success: The Forced Savings Solution
If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved …
Still So Torn Over Long Term Care
Of all the planning that we do for families, the one area that’s continued to haunt me has been that of long term care (‘LTC’). By contrast, I feel great …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
