Category Archives: Retirement

Investing, IRAs/401(k)s, Stocks/Bonds/ETFs · July 18, 2018

Mid-Year Investment Review

When was the last time you checked that your investments still reflected your long-term investment strategy?

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Investing, IRAs/401(k)s, Retirement, Saving · July 4, 2018

Your Kid’s Summer Job Can be an Amazing Financial Opportunity

If your child or grandchild is getting paid for a summer job, it is an amazing opportunity for you to teach two of the most powerful financial lessons.

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Investing, Retirement · June 27, 2018

Home in On Your Best Retirement Plan

More than 8 in 10 Americans at least 65 years-old own a home – And surveys report, that not moving is the later-life American Dream. Older homeowners report that they intend to “age in place”, rather than move.

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Long Term Care, Must Have Documents, Retirement · June 21, 2018

The Talk (and Planning) Every Parent Owes Their Adult Kids

Nearly two thirds of participants in a recent survey said they think it is the job of an adult child to provide care for an aging parent.

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Retirement, Saving · June 7, 2018

A Late-Life Shock Women Can Avoid with Planning

A recent survey of more than 250 widows with a net worth of at least $1 million highlights how so many women set themselves up for later-life anxiety and frustration.

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Home Loans, Retirement · May 23, 2018

Home Economics: Renovate Carefully

Americans are on a home renovation binge. The remodeling experts at Harvard’s Joint Center for Housing Studies estimates that we will spend more than $350 billion on remodeling in the next 12 months, an increase of more than 7 percent.

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Emergency Funds, Medicare, Retirement · May 9, 2018

Your biggest retirement expense: What Medicare Doesn’t Cover

Once you turn 65 you are eligible to enroll in the Medicare health insurance system. It is fantastic program that charges a relatively small premium for broad services.

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Retirement · April 25, 2018

What’s Your Plan for Working Longer Before Retiring?

I am on the record that for anyone worried about if they will have enough money to live in retirement, planning to work longer can be a big help.

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Long Term Care, Retirement · February 14, 2018

Long Term Care Insurance: Still Worth It, If You Have Your Eyes Wide Open

For years I have been a big believer in the value of long-term care insurance. Many of you will live into your 90s. At some point it is reasonable to think you may need help.

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