Blog — financial planning RSS

“Bob” retired as the captain of an ocean-going ship and ended up returning to the Midwest, managing the family ranch in the Sandhills region of north-central Nebraska. He had little interest in financial matters, leaving those details to his wife, a retired advertising executive. Once, as she and I were reviewing their financial plan, Bob...

Even after 35 years as a wealth adviser, I am still shocked at the number of new prospective clients that intend to come to my office for a first meeting without their spouse. When this occurs, I’ve found it’s often simply the case that one spouse “leaves the financial stuff” to the other. Sometimes new...