Trading Places: Where Do You Want To Live Going Forward?
May 4, 2022
If you’re one of the legions of people who have retired (or have been “retired”) in the wake of the pandemic, or if the pandemic has pushed you to reconsider what’s important in your life, you may now be pondering where in the world to go. Maybe it’s time to…
Tax Day: Issues That May Affect Your Taxes
April 13, 2022
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,…
Double Up: Innovative (And Less Expensive) Housing Ideas
March 2, 2022
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…
I’m “Giving It Twice,” Helping My Son & Leaving a Lasting Legacy By Kathleen Rehl
November 17, 2021
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…
Dream House: Have You Figured Out The Ideal Spot For Your Later Years?
November 3, 2021
For most of us approaching, or in, our later years, the discussion of where to live can be fraught with emotion and indecision. Whether we can stay in the place we’ve been or be better off relocating, there are so many considerations that it can be mind-boggling. What feels right…
Reasons For Optimism: A New Era For Older Workers?
October 27, 2021
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…