22 Sep 2016
long-term care insurance
Patricia and Ben, clients of mine, planned to retire at the age of 65. Recognizing the increasing daily needs of their own parents, Patricia and Ben began to question More
22 Sep 2016
Patricia and Ben, clients of mine, planned to retire at the age of 65. Recognizing the increasing daily needs of their own parents, Patricia and Ben began to question More
15 Sep 2016
Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees More
12 Sep 2016
How much do we really have to know about Medicare and the intricacies of the health coverage for those aged 65 and older? More
5 Sep 2016
Understanding your coverage under Medicare is essential, especially when dealing with a hospitalization. There are so many things to consider, so asking yourself More
4 Sep 2016
With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help with More
3 Sep 2016
A 2011 MetLife study on the cost of caregiving revealed some startling statistics. Namely, about a quarter of adult children, primarily baby boomers More
3 Sep 2016
For those turning 65, there is a seven-month time frame around your 65th birthday – More
24 Aug 2016
Many people recognize the importance of implementing traditional estate planning techniques such as having a will or revocable trust, executing a durable More
1 Apr 2016
With life expectancy on the rise, more and more people are asking themselves: Will I outlive my assets? How long will my nest egg last? More
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15 Oct 2016
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second marriages
The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, More