April 18, 2024
Here is the quarterly video update on market and economic conditions. After an historically strong start to the year markets have pulled back, mostly due to changing expectations around interest rate cuts and escalating geopolitical tensions. I offer these insights to give […]
March 17, 2024
February 25, 2024
“Whatever you’ve been told about your retirement, odds are that it’s wrong,” says Allison Schrager, author of An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk. She attributes this to three widely held myths: The most important thing […]
January 18, 2024
December 14, 2023
Photo by Yuri Krupenin on Unsplash When Moneygeek.com reached out for expert advice on how to prevent financial fraud as we age, I was eager to help with this important area of long life financial planning. I discuss the common scams and […]
November 16, 2023
When Moneygeek.com reached out for expert advice on when to stop driving, I was eager to help with this important area of long life financial planning. I share highlights from the article below, but since this article was published, I heard about […]
October 16, 2023
I appreciate Bridget Sullivan Mermel, CFP® for inviting me on her Chicago Money Show to debunk the myth that getting older is full of misery. We talk about how to prepare for changes that can come with aging to help you live […]
September 15, 2023
When Moneygeek.com reached out for expert advice on how to manage elderly parents’ finances, I was eager to help with this important area of longevity or “long life” financial planning. Here are highlights from the article https://www.moneygeek.com/seniors/resources/managing-elderly-parents-finances/#expert=miriam-whiteley-cfp-rlp-ceft What can families do to […]
August 17, 2023
I volunteer an hour a week to Advisers Give Back, a non-profit organization that connects financial experts with people who want to achieve their financial goals sooner. I work with people to create a smart, personalized plan based on their goals, whether […]