Visit your parents or risk being sued


It couldn’t happen here! That’s the comment we often hear when a new edict gets handed down from a country such as China. We often scoff at China and similar countries whose government control and draconian measures often reveal their inability to allow freedom and justice to prevail in creating a better society for its [Read More…]

Is your financial adviser an endangered species?

Senior couple meeting with agent

A decade ago, we heard the talk of how online and call center brokers were going to bring about the demise of the financial adviser. Even though online trading has provided easier ways to buy mutual funds and stocks, the need for advice is still so strong today that this prophecy hasn’t taken place. In [Read More…]

How to choose a retirement community

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Planning ahead for the later stages of retirement can help retirees and their loved ones avoid difficult, and often costly, situations in the future. The process for researching retirement living and care alternatives is not a simple one and often creates more questions than answers. The decision of where to live in retirement can often [Read More…]

Prepare your home for retirement

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Retiring requires much preparation. You need to ensure that you have your finances in order. You should have a plan to maintain your health and nurture your social networks. But have you ever thought that preparing for retirement also requires that you “ready your home” for your golden years? Well that was the great advice [Read More…]

Pay college athletes by funding their IRA

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It’s March Madness. You know, that time of the year when the Employee Benefit Research Institute (EBRI) issues its report on the current “retirement crisis.” Oh, and it’s also that time of year when I can’t watch anything else but college basketball on my television set. It was while I was searching through the many channels on [Read More…]

Locating near family not always the best move

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The value of having and maintaining a strong social structure is critical to the happiness and longevity of those in retirement. A strong social structure is built upon the foundation of friends and family members who help to support, nurture, entertain and bring joy into the lives of those enjoying their “golden years.” Many of [Read More…]

Celebrate ‘National Safe Retirement Day’

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A recent article in the New York Timesexplored the designation of a day during the year for a “Fiscal Health Day” in which people of all ages would spend time to organize their financial life. This is very much in line with what I advise retirees and in fact, anyone approaching retirement to do as well. [Read More…]

Six vital questions to ask your parents

Senior couple meeting with agent

The holidays are coming to an end. A new year beckons. Resolutions will be made and broken. What does the new year hold for you? What does it hold for your family? If you’re a retiree or someone planning on retirement, the questions and concerns that you have about this upcoming year will be many. [Read More…]

The Joys of an “Empty Nest”

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A recent study revealed that the “big happiness boost” for newlyweds lasts only about two years. Those brave souls who last with their partner over two decades can be rewarded with the ability to rediscover their earlier bliss when they reach the freedom of having an empty nest. The transition from passionate love into something [Read More…]