Estate planning

If you are confused by the sudden appearance of many cultural touchstones from the past (such as Barbie, conversations about Oppenheimer, and a new Ninja Turtles movie!), you’re not imagining things. It seems like we have suddenly resurrected many cultural icons and ephemera from our past and embraced them once…

If you’re a member of the Silent Generation or a Baby Boomer, you might be sitting on a lot more wealth than previous generations. If you were born after 1964, you may therefore be one of the recipients of the Great Wealth Transfer that is predicted to take place in…

Though we’ve addressed the topic previously, and there are lots of good ideas out there about how to discard unnecessary or unneeded items cluttering your home, chances are most of you continue to have way too many possessions filling your closets or cupboards, with little likelihood of ridding yourself of…

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…

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…

Maybe you’re prepared but the pandemic has reminded you to make sure that your plans are up-to-date. Or maybe you’ve never taken the time to write a will but the recent loss of loved ones has shocked you into realizing that none of us leaves this earth alive. Whatever the…