It’s A Racket: Updates on Senior Scams
May 25, 2022
Perhaps you think you’re too smart to be scammed. Or believe you’re immune from being the target of fraud. Or you’re sure you’d never fall for some kind of swindle. Well, it’s nice to be confident but in the current environment, you’d also have to be really lucky not 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,…
I’m “Giving It Twice,” Helping My Son & Leaving a Lasting Legacy By Kathleen Rehl
December 1, 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…
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…
Going Through A Phase: Embracing A “Phased” Approach To Retirement
September 29, 2021
It can hit you all at once. One day you’re knee-deep in work and deadlines, the next you’re given a pink slip or feted at your going away party, and you’re out the door and into retirement. And while many don’t have the luxury of determining when their professional career…
End Times: Tasks And Challenges When A Spouse Passes Away
August 18, 2021
Whether it be from Covid, trauma, or the natural aging process (and the inevitable afflictions that arise as a result), many of us may be dealing with the death of loved ones. Be it an older parent or a beloved partner, loss is never easy and grief is something we…