Browsing: Retirement

The world’s current richest person can teach all of us how to prepare our heirs to inherit, though our estates are going to be substantially less…

Most people (69% of men; 81% of women) experience some sort of unexpected event after they retire, according to a recent survey conducted by Age Wave…

There could come a time in anyone’s life when you are unable to speak for yourself. It can happen with aging, and the risk of stroke,…

Maybe your uncle had a heart attack as soon as he retired. Or your newly-retired friends feel depressed and lost without structure to their day. A…

Why is it so hard for people in their 60s, 70s and even 80s to admit they are changing with age? Believe me, I hate “ageism”…

Medicare Advantage PPO (preferred provider organization) plans give members the flexibility to choose physicians, so they have coverage wherever they go within the United States or…

You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an…

One of my favorite financial planning clients represents a story that is part success, part sadness. Betty, we’ll call her, married young and became a widow…

In May, inflation abated a bit and gasoline prices fell 19% — that should feel good at the household level. Inflation is mending and the general…

As the only capable adult child with two difficult aging parents, Liana’s situation is not unique. The burden of trying to keep them safe falls squarely…