Author Archives: Paul Booth

About Paul Booth

Paul D. Booth is a Certified Financial Planner, a Chartered Financial Analyst and a Certified Private Wealth Advisor. He has served families for over three decades. His firm, Delta Wealth Management, is a fee-only Registered Investment Advisor with the Securities and Exchange Commission.

THE Financial Question

Hand putting Coins in glass jar with retro alarm clock , retirement

The question I am asked most by clients is, “Do I have enough money to last the rest of my life?” I tell them I need the answers to two questions in order to answer them: What day will you die? (So I can determine how long their resources need to last.) How much do […]

Why You Need to Discuss the Unthinkable

Senior Couple, Woman in wheelchair

Awkward and difficult as it may seem, every family needs to have a serious discussion about the unthinkables, and those are the financial, legal and medical decisions that need to be made when something happens to one or both parents. A Fictional Example Here’s one example of why that conversation is so important and it […]

The Best Time for The Difficult Conversation

Hour glass

Is there an ideal time to have this discussion that families instinctively want to avoid? (Read our companion article, Why You Need to Discuss the Unthinkable )  After all, who wants to plan ahead for a parent’s death? Certainly neither parents nor children. Proper Timing But there is a best time to tackle this difficult […]