Estate Planning 101
Estate planning is an often-neglected subject in financial planning. The reasons I’ve heard from people about why this is the case run the gamut from not believing they have enough […]
The Long View
Did you know that a non-smoking 65-year-old woman today has a 50% chance of living until 88? A non-smoking 65-year-old man has a 50% chance of living until 85? That’s […]
Estate Planning Mistakes to Avoid
Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in […]
Don’t grow older—grow wiser
Growing older can be wrought with legal problems arising from health concerns, long-term care, and the need for appropriate housing. The good news, however, is that there are tools and […]
Aging with Dignity
As we age, living comfortably and with peace of mind takes planning. Good health may be challenged by periods of infirmity. Maintain control over your life by preparing for the […]