If you had an opportunity to read last week’s article, I asked readers to share thoughts about their own experiences with planning for and living in retirement. If you’d like …
Spring Break
The kids have been off of school all week for spring break. Next week they’ll go back to school for a couple of months and then they’re off for the …
Still So Torn Over Long Term Care
Of all the planning that we do for families, the one area that’s continued to haunt me has been that of long term care (‘LTC’). By contrast, I feel great …
Is Self-Inflicted Pain The Key To A Vibrant Retirement?
Exercise, good nutrition, meaningful relationships…why do the experts keep telling us the keys to a vibrant and healthy life include so much effort? Can’t we just not exercise, eat whatever …
Emotional Tweets: A Cautionary Tale For Investors
Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter, …
The Real Cost Of Debt
Bringing you an article each and every week is usually good fun, but some weeks it’s not so easy. At times, it can be downright frustrating. For example, I wrote …
We’re Expecting Another Baby, And It’s A…
Did you know that in 2015, Congress passed a law allowing you to give up to $100,000 directly from your IRA to charities, without it being a taxable event? It’s …
How To Handle Healthcare Uncertainty
The most consistent topic of conversation among aspiring retirees has become healthcare. The discussion surrounding the possible repeal or replacement of the Affordable Care Act (Obamacare) has made healthcare costs …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
