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money / work

Time for Your Financial Checkup?
4 weeks ago

Time for Your Financial Checkup?

You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good care of yourself. Doctors recommend an annual physical and the …
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The Importance of Living Wills
2 months ago

The Importance of Living Wills

In our previous article, Understanding a Health Care Proxy*, we followed Richard, an 81-year-old widower, who had named his daughter Beth as his Health Care Agent in his health care …
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Social Security: How Retirement Benefits Work
3 months ago

Social Security: How Retirement Benefits Work

Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 million people today receive some form of …
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Untangling IRAs
3 months ago

Untangling IRAs

Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers with …
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A Health Care Proxy
3 months ago

A Health Care Proxy

Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. His daughter, Beth, …
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Unretirement: Figuring Out Your Next Act
4 months ago

Unretirement: Figuring Out Your Next Act

This is an update to an earlier post because we can’t resist revisiting this topic, especially when new data is released:  In 2015, almost a quarter of new businesses launched …
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A Rose By Any Other Name
4 months ago

A Rose By Any Other Name

Last week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call from an advisor at the financial institution that holds her …
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Protect Yourself From Identity Theft
4 months ago

Protect Yourself From Identity Theft

Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t …
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Nursing Home Medicaid in NY
4 months ago

Nursing Home Medicaid in NY

With the cost of long term care in a skilled nursing center in Westchester running upwards of $400 a day and as much as $150,000 a year, most people cannot …
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Funding Home Improvements
5 months ago

Funding Home Improvements

My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local college. They …
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