Do you know how long you will live? Do you have enough money to make it? What does it take to reduce financial anxiety over retirement, once and for all? Sorry to be so blunt. Those are indeed scary questions. In fact, a recent survey by the Allianz insurance company found that 82% of respondents… Continue reading →

A lot has been written about the “sandwich generation,” working adults under pressure to raise kids and care for aging parents — and probably forgoing their own financial needs to pull it off. To which women of just about any generation might say: Welcome to my world! Kara Stiles at Forbes wrote an excellent piece… Continue reading →

One of my clients, who is an older man, recently told me about a conversation he had with his daughter, who had just gotten married. A wedding is a special time and certainly a threshold toward a new and different life. Parents often try to impart one last bit of wisdom before their children fully… Continue reading →

What could be more complicated than love? Money, hands down. The strange, beautiful chemistry that binds two people together can make us blind to many faults. That’s good, because we certainly have faults of our own to conceal. Where things can turn sour, of course, is when we have to talk to our partners about… Continue reading →

Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance has been one of those times when a new challenge and opportunity showed up at just the right moment. But first, let me tell you a little bit about my personal… Continue reading →

Rich people — really rich people — have an inside joke about spending in retirement: They called it “skiing.” Not skiing as in snow skiing, but “Spending our Kids’ Inheritance.” They use it in reference to splurges, such as pricey wines, cruises through Europe, second homes, or whatever strikes their fancy. They don’t feel bad… Continue reading →

In a funny and timely bit of analysis, a stock reporter at CNBC pointed out that billionaire investing icon Warren Buffett could buy every NFL team. After all, he has $92.1 billion. The combined value of every franchise comes to $80.7 billion. He could write the check and still easily be in the fraction-of-the-1% club… Continue reading →

If you’ve paid attention to the radio anytime after 1972, it’s hard to avoid Carly Simon’s megahit “You’re So Vain.” The song dresses down a former lover for his egocentricity, always checking himself in the mirror and soaking up the admiration of naive young women. Simon reportedly wrote the song about three men, naming only… Continue reading →

Throughout my professional life I’ve always been a connector, the person who helps people move from feeling uncomfortable and alone to a more stable footing. It started with military families early in my career and continued later, when I directed children’s ministries at the national level. Today, through my work in the financial services field,… Continue reading →