As I’ll often do, I recently carved out time to review the latest in retirement income planning research (Some people golf, others travel, this is what I do for fun!). …
Power of the Pen
By now, I’m guessing you’re aware of my belief in the power of the written word. I use writing to stay in-touch, to inform, to persuade. Whether it’s this Weekly …
Back to the Basics
As people near and enter into retirement, one activity that is quite consistent among retirees is the consolidation of various retirement accounts. After decades of saving in multiple employer-sponsored retirement …
The Scent Of A…Nursing Home?
Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this: “Adam, is there a way to plan so that I …
A 9 Year-Old At A Kansas Concert?
I feel a need to confess that I love 1970’s rock bands. Not just any rock bands; I love ‘70s ‘prog rock’ bands. Styx, Toto, Rush, Kansas…these bands had the …
27 Retirement Risks: Which Is (Arguably) Most Damaging?
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks …
If An Advisor Dies, Does the Plan Break?
I was teaching a Retirement Elevated class at BGSU the other night when I was asked a question about one of the retirement income planning strategies that we were discussing. …
Rent A Dumpster, Change Your Life
A good friend woke up one day with the fire in his belly to get his financial life moving forward in a big way. Paying off old debts, setting aside …
The Most Awful Discussion: Long Term Care
We might as well hold these meetings in a dentist’s chair, without the anesthesia. It’s just the worst. At least when you visit the dentist, you leave with that squeaky-clean …
Which States Are Most Financially-Friendly For Retirees?
When you think about your ideal retirement, does ‘where’ rank high on your list of considerations? For many retirees, close connection to family may result in staying put, focusing instead …