by Niv | Sep 1, 2025 | Personal Relationships
When developing financial plans or retirement plans for couples, I often feel like a marriage counselor. In fact, several of my clients tell me I’m the best marriage counselor they’ve met. While I’m not a licensed therapist, I am a Certified Financial Planner™...
by Niv | Aug 4, 2025 | Personal Relationships
Becoming a widow can happen at any age. Typically, it occurs when someone is in their 50s. And it’s because women tend to outlive men. But all these stats are unimportant when your friend loses their spouse. Whether death was expected from an illness or unexpected,...
by Niv | Jul 7, 2025 | Personal Relationships
Going through a divorce is tough. It’s an emotional time – even if you’re the one who wants the divorce. It’s also very stressful because you need to make major decisions, including how to split net worth for future financial security. During this difficult time,...
by Niv | Jun 2, 2025 | Personal Relationships
Retirement may be a few years away, but it’s never too early to start discussing it with your spouse. It’s easy to assume they share the same ideas as you have for this stage of life, but do they? One of the services I offer is retirement planning. But before...
by Niv | May 5, 2025 | Personal Relationships
“Birds of a feather flock together” – how often have you heard that phrase? When it comes to choosing your friends, this saying rings particularly true. During your teenage years, your parents probably said that phrase when they were frustrated with the friends you...
by Niv | Apr 7, 2025 | Personal Relationships
Your mom is finally retiring. She’s 70 years old, unmarried, and lives alone. Her independent lifestyle and high-energy creates a youthful appearance. She’s definitely not “elderly.” Now that she’s retired, do you know how she will spend her time? Sure, she’ll finally...
