by Niv | Feb 1, 2023 | Personal Relationships
In my financial planning practice, I work with individuals who are in a relationship at all stages: …those getting ready to tie the knot, whether for the first time or after a divorce; … newlyweds, new parents, empty-nesters, and retirees; …those contemplating a...
by Niv | Jan 2, 2023 | Personal Relationships
“It’s the little things you miss the most,” my client, whose spouse passed away three years ago, shared with me. “Life goes on, but it’s different.” Some people, when their spouse passes away, gain a freedom they’ve never experienced. At times, they feel guilty...
by Niv | Dec 6, 2022 | Personal Relationships
When helping individuals and couples plan for retirement, one of the key things we discuss is their personal relationships. For example, some people envision planning a family gathering annually with their adult kids and grandchildren. In order to estimate how much...
by Niv | Nov 7, 2022 | Personal Relationships
As we roll into the holiday season, our calendars become filled with commitments for both work and our personal life. Gatherings are plentiful, and it’s easy to become over-committed. As you start making plans for the upcoming holiday season, keep in mind the people...
by Niv | Oct 10, 2022 | Personal Relationships
It’s been an interesting few months for me. My father was diagnosed with Alzheimer’s disease. My mother is still independent and capable. However, this diagnosis is overwhelming for her. She’s determined to remain a caregiver to my father as long as she is able to...
