by Phil Lebkuecher | Jun 27, 2025 | Behavioral Finance
When it comes to supporting aging parents, one of the most impactful things we can do is foster open communication and collaboration around finances. These conversations aren’t always easy—but they are essential. Whether you’re already navigating this journey or just...
by Phil Lebkuecher | May 30, 2025 | Behavioral Finance
As we age, planning for a secure financial future becomes more important than ever—for ourselves and our loved ones. With so many financial tools and products available, it can feel overwhelming to know where to start. In this post, we’ll explore a range of...
by Phil Lebkuecher | Apr 25, 2025 | Behavioral Finance
As part of my ongoing series on Financial Planning for Aging Parents, I want to dive into a critical yet sometimes overlooked topic: the importance of legal documentation. Legal documentation is more than just paperwork — it’s a proactive step that protects your...
by Phil Lebkuecher | Mar 28, 2025 | Behavioral Finance
As part of my ongoing series on Financial Planning for Aging Parents, today I want to explore the critical steps in understanding your parents’ changing financial landscape and helping them adapt as they age. Together, you can prepare for a season of change. ...
by Phil Lebkuecher | Feb 28, 2025 | Behavioral Finance
Today, we’re diving into a topic that touches so many lives: Financial Planning for Aging Parents. I call it a Labor of Love because supporting our parents as they age is not just a financial responsibility—it’s a heartfelt commitment to their well-being. Let’s...
by Phil Lebkuecher | Jan 31, 2025 | Behavioral Finance
Aging is an inevitable part of life, and with it comes the necessity for financial planning. As individuals grow older, their financial needs and concerns shift. This is especially true for retirement and beyond. This is when healthcare usually costs the most. It...
