A Road Out From Self-Sabotage
Giving so greatly to another person that one outcome for the giver is emotional harm or damage, is one example of self-sabotage. Despite originating in sincere …
Topic: Relationships
Discussing Health with Your Financial Planner
Some years ago, Forbes Magazine published an article titled, “Why You Should Discuss Health With Your Financial Planner”. Much of the article dealt with …
Elders and Financial Exploitation
Recently, a client of mine lost his wife after a long illness. The husband, my client, is quite elderly and needed assistance with some of his daily …
The Effect of 529 Plans on College Financial Aid
We hear a great deal about how “529 Plans” are a popular way to save for college. Yes, a 529 plan has a place in certain portfolios, but not all. …
Love and Prenups Conquers All
Valentine’s Day is upon us: Couples are thinking of love, marriage and yes – prenups. The old stereotype of prenups used to protect rich old men’s …
What is a Durable Power or Attorney or a POA?
Having worked with retired and soon-to-be retired individuals for most of my career, I am very well aware that mental or physical incapacity, whether temporary …
A New Paradigm For Paying For College
I am the proud father of three grown children. It was always our intention to give them as much of the wonders from life as we possibly could. All of this …
Prenuptial Agreement – Is This the Beginning of the End?
5 Tips to Making the Process Easier There is something inherently difficult – perhaps even distasteful – about the process of creating a prenuptial …
Improving College Graduation Rates
If you are the parent of a college-bound high school student, how do you feel about these statistics? Only 53% of beginning college freshman graduate college …
When Do You Need a Financial Durable Power of Attorney?
The Merriam-Webster dictionary provides a simple definition of Caregiver as “a person who gives help and protection to someone (such as a child, an old …