Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she’s passionate about inspiring other widows and their advisors.
Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and...
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either…
