Financial Planning

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…

It’s a mixed message for sure, but one to which we need to pay careful attention. In a new study out of the Center For Retirement Research at Boston College, experts found that the percentage of older adults needing long-term care services is a more nuanced picture than the media…

Most of us are carefully counting our coins these days. With inflation high, interest rates low, and future current events uncertain, it’s a challenging time to be saving money and building up reserve funds- not to mention those of us who had to retire early or never quite saved sufficiently…

In your fantasy life, where’s your “forever” place? That place you see yourself relaxing in retirement, perhaps taking up some new outdoor activities or engaging in new cultural adventures. Or perhaps your fantasy is more exotic: maybe you’re thinking about leaving your home state or even your home country and…

While it may be true that money can’t buy you love, two new studies seem to confirm that it can buy you a longer life- that, in fact, there’s a direct correlation between your wealth and your health, so that if you aspire to a long life, you may want…