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Kathleen M. Rehl, Ph.D., CFP®

    Forum Posts:

    Comments:

    • I'm glad you liked my story.

      Post: Better Than Cake

      Link to comment from February 23, 2023

    • Research also shows that generous people live longer! So many benefits for those who give. Thanks for your article.

      Post: Give Yourself a Gift

      Link to comment from January 14, 2023

    • Yes, both styles of happiness are important. When I retired two years ago at age 73, I knew that traditional retirement wouldn’t work for me—focusing on fine dining and golf. Rather, I needed to be involved with activities that give me purpose and meaning. For me, eudaimonic happiness is a meal’s main savory, healthy course. I also call that “psychic income.” Then hedonic happiness is the dessert I might enjoy afterward . . . . perhaps a small piece of chocolate that quickly melts in my mouth. It doesn’t sustain me for the long haul but is fun momentarily. Good to have both. 

      Post: Choosing Happiness

      Link to comment from September 3, 2022

    • I actually have 5 Fs in "reFirement." These include Family, Fun, Focused Purpose (as a nonprofit ambassador and legacy storyteller), Friends, and Fitness (body, mind, spirit & money). I love this life chapter, although I also enjoyed my prior career as a certified financial planner and then an encore career (speaking, doing & publishing research, and writing). Now in my 75th year, I'm excited about each new day!

      Post: An F in Retirement

      Link to comment from October 19, 2021

    • Yes, so true. Although I previously thought about creating this plan for my son, it was the frightening incident that propelled me forward. I wrote my story to encourage others to also think about what influence they want after their death--to benefit both their family and their values. I appreciate your comment.

      Post: Giving Twice

      Link to comment from October 2, 2021

    • Every situation is unique. Yes, for many individuals your suggested strategy would be appropriate. However, not so for my son. With his disability and other problems, he will need the protection provided by this T-CRUT. Thanks for your thoughtful response to my story.

      Post: Giving Twice

      Link to comment from October 2, 2021

    • In prior careers as a nonprofit planned giving officer and later as a certified financial planner, I helped clients/donors to establish dozens of charitable trusts and gift annuities. Depending on the individual circumstances, these plans are wonderful--both for the families and their charitable organizations. Thanks for your comment.

      Post: Giving Twice

      Link to comment from October 2, 2021

    • I appreciate your reading my story.

      Post: Giving Twice

      Link to comment from October 2, 2021

    • Bingo! You've identified a particularly important benefit of this type of plan, in the right situation.

      Post: Giving Twice

      Link to comment from October 2, 2021

    • Thanks for your comments. Sounds like this may be a strategy that can work for you also.

      Post: Giving Twice

      Link to comment from October 2, 2021

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