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…
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…
That Will Cost You: Caring For Yourself Or Loved Ones During The Later Years
October 6, 2021
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…
