Then and Now
Ten years ago, Lehman Brothers filed for Chapter 11 bankruptcy, an event commonly regarded as the straw that broke the camel’s back, sending equity markets and ultimately the economy into a […]
Not for Lack of Confidence
The Transamerica Center for Retirement Studies recently released its 18th Annual Retirement Survey. This year’s survey offers a multi-year trend analysis on approximately 60 indicators of retirement readiness. Among its […]
Home Equity and Retirement – What to do?
Passing on this article from Morningstar, as it’s very pertinent to many homeowners in the Bay Area, who are sitting on home equity values that could make or break a […]
So you want to age in place…
According to an AARP survey, nearly 90% of those over age 65 want to stay in their homes as long as possible. But in order to do this, it’s necessary […]
The Worries of One
For many older singles, there’s something far more pressing on their minds than putting a ring on it: financial security. People with a partner or spouse generally have someone helping […]