Browsing: Retirement

There was a voicemail waiting for me on Monday morning from Robert, a former client. “Diane, I’m in a panic. My wife is in the hospital,…

I recently spent an afternoon estimating how long I might live, using a few life expectancy calculators. It was this actuary’s idea of fun! It was…

Scammers will find a way to trick older people with the most underhanded schemes. Most older folks receive Social Security and it is an important income…

Those paying close attention to Social Security will recall the latest trustees’ report detailing how the Social Security trust fund could run short of money as…

The epitome of the American dream is to be a family-oriented entrepreneur who has created a successful business. Your company is not only a source of…

This is the hottest summer ever, news reports tell us. We stay inside, we use air conditioning, we hydrate well. But some aging parents who live…

There’s one decision you can make—and commit to—that gives you the best shot at attaining financial independence. It’s not something everyone can do, but if you…

Should “I Love You” Mean Pooled Finances? There was a recent column in the financial press with financial advisers commenting on whether couples should pool their…

Simple Definition of Descendant Here is a simple definition of “descendant” from a trust document: “References in this Trust Agreement to a person’s “children,” “grandchildren,” and…

Fascinated with the rapidly emerging technology of ChatGPT, I wanted to check it out. What would it do with a general question about aging parents, my…