The Value of Expert Advice
My wife and I are in the midst of a great adventure that had us sell a house in one state, rent for a couple of years in another state, then buy a home in a third state. While people buy and sell real estate without the help of a realtor, I, as a real […]
The Psychology of Retirement: Navigating the Emotional Aspects of Life’s Next Chapter
Disney Pixar’s 2015 film, Inside Out, tells the story of the emotional conflicts of Riley, an eleven year old girl. Her dad gets a new job and moves the family from the upper Midwest to San Francisco, a move that upsets her entire world. Five emotions, Joy, Sadness, Fear, Disgust, and Anger all make their […]
Love & Money: Navigating Financial Conversations With Your Partner
Perhaps you saw the recent article that draws a connection between merged finances and marital bliss. Researchers at Indiana University’s Kelly School of Business compared newly married couples who kept their finances separate with couples who merged their finances. They followed these couples for two years and concluded that those who merged their finances were […]
Estate Planning Essentials: Crafting the Important Documents
Perhaps your mom had a passion for cleanliness and organization as my mom did. “You created this mess, you need to clean it up” was a refrain I often heard. I’ve tried to carry this principle through my adult life. I don’t want to leave a mess for my wife, children, or co-worker to clean […]
Enjoying a Timeshare Vacation without Breaking the Bank
My wife and I recently sat through a timeshare sales presentation. We received an attractive postcard in the mail a year ago with an invitation to stay at a wonderful resort in Orlando for a reduced rate. The only caveat was that we needed to attend a 90 minute sales presentation. Our sales person was […]
Is My Retirement a Failure If I Go Back to Work?
For more than twenty years you meticulously planned for this transition. As your career developed, you put in the hard work and made significant contributions to your company. All the while, in the back of your mind you anticipated the day you would be able to retire. That day arrived with great excitement and full […]
Financial Planning for the Sandwich Generation
I’m partial to the classic PB&J. Now mind you, it has to be freshly made (morning preparation for a noon lunch will not do, too soggy) and constructed properly, two slices of a good hearty bread with peanut butter thickly spread on both slices, and a dollop of fruit preserves in the middle (apricot is […]
Helping Your Parents Age Gracefully – Care
In a perfect world your parents would not need any help as they age gracefully, but we well know this is not a perfect world. There are some seniors who are mentally sharp and physically spry well into their nineties. But this is not typical. As they age, most seniors will need some help and […]
Helping Your Parents Age Gracefully – Finances
The last of the Baby Boomers (born 1946-1964) are contemplating retirement. The first of this generation are in their late seventies. For many of you, your parents are in this group, some from the previous generation (the Silent Generation were born 1928-1945). As they continue to mature, how can you help them age gracefully? In […]
Helping Your Parents Age Gracefully – The Approach
Occasionally you will meet a ninety plus year old who is as mentally sharp as a chef’s paring knife and as spry as a forty year old. But this is uncommon. Most people in their nineties have either started to fade mentally or struggle to keep up physically, sometimes both. Old age catches up with […]
