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…
A Costly Affair: Bearing The Finances Of Long Term Care
February 23, 2022
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…
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…
A Fast One: New Scams Targeting Seniors
September 8, 2021
Regardless of how smart, savvy or sophisticated you think you are, none of us is immune from being scammed, especially in such turbulent times. Whether you’re dealing with a loss due to COVID or have been seriously affected by any of the natural disasters that have wreaked havoc in the…
Welcome Words: New Books With Valuable Advice For Older Adults
June 23, 2021
Who couldn’t use some good advice these days? Well, for those of us getting on in years, advice about the tough stuff- be it death or finding purpose and meaning late in life- is surely welcome. And now, there are some new entries for your bookshelf or Kindle that provide…