Financial Planning

Comedy writer Gene Perret once said, “Retirement: it’s nice to get out of the rat race, but you have to learn to get along with less cheese.” And in today’s world, it’s not only the cheese that’s costly. Reports of rising costs and inflationary pressures are causing almost all retirees…

We got a few days’ reprieve this year. Instead of tax day being on the usual April 15th, this year’s taxes are due on Monday, April 18th. For those of you who like to leave things until the last minute, you’ll have this coming weekend to gather your various statements,…

It’s tough out there. With the world in turmoil, inflation rampant, and COVID still present, no one knows for sure what tomorrow brings. But many of us do know that no matter how much we planned or how much money we saved, we may still have trouble supporting ourselves in…

No matter how much you plan and whatever you anticipate, the reality of what you or a loved one will pay for long term care is often unpredictable and frequently unmanageable. While we’ve posted about this issue earlier, it’s important to keep this in mind: long term care prices keep…

Kathleen M. Rehl, Ph.D., CFP®, CeFT® Emeritus www.KathleenRehl.com   “I’m going to jail, Mom! But I didn’t do it.”   My biracial son’s frantic phone call from a police station over 1,000 miles away made me tear into mama bear mode. With the help of effective, expensive legal and professional…

Despite the growing numbers of older adults continuing to work into their later years (it’s anticipated that 16 million Americans 65 and over will be working by 2030, as compared to 10.6 million right now), many surveys and opinion polls paint a somewhat dim picture of the current marketplace inhabited…