Thought leader on retirement and money, farmgirl, artist, teacher, professor, fundraiser, financial planner, then public speaker, Kathleen Rehl is an expert on change. She’s an inspiration to me because she combines so many forms of wealth and prosperity in her thinking and by example. And she uses her life experience to try to help others—after her prior husband died, she wrote the book-- Moving Forward on Your Own—A Guidebook for Widows. We’ll be talking about reframing

What does Nomadland have to do with financial planning? Many people deal with intense fears of poverty in old age. The film Nomadland, starring Francis McDormand, portrays people who are living in cars, vans, and RVs. Some of these people are elderly, many are not. All of them are about more than the vehicle they live in. Bridget and John talk about fear of poverty in old age. We talk about the fears that people have concerning running out of money. Then we go into dept

“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...

Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...

It's awkward to have "the talk" with your parents. Here's how to get started. We should all have an ongoing conversation with our loved...

USA Today says that stocks are at all-time highs. So is it a good time to sell? Well…probably not. Here’s why. Let’s take a closer look...

Welcome guest blogger: Judy McNary CFP(R) I posed this question at a seminar recently and all hands shot up. It doesn’t matter whether...

Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...

If you were to get on the Internet and poll the financial gurus, the message you would get load and clear is: Save Money. No matter how...

I don't blame the Madoff investors for investing in his hedge fund. Truth is, we all make some mistakes when investing. But, like Ben...