When one spouse falls ill, it creates a new reality for your family. Here are three tips to help you prepare for an unexpected illness or injury in your family.
Create a Contingency Plan
You and your spouse should establish a plan that addresses your financial needs, healthcare needs,… Read more
I recently met with clients who challenged the traditional narrative of retirement. The meeting, which began with focusing on managing their U.S. investment portfolio, evolved into a profound discussion about personal fulfillment post-retirement. The couple, approaching “retirement age,” chose not to “wind down,” but to rediscover themselves. The husband, a psychologist,… Read more
Many of my clients are people in their 70s who worry about maintaining their financial independence in retirement. If this is something you’re concerned about, here are a few tips to consider.
Diversification
As your portfolio grows, it’s natural for it to start skewing towards the riskier side. Your net worth may become overconcentrated in the stock market,… Read more
