6 Jan 2018
0 Commentshow housing plays into planning for a longer retirement
In my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
work and retirement
16 Oct 2017
1 Commenttransitioning into retirement
While the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life More
7 Apr 2017
1 Commentsocial 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 millionMore
3 Mar 2017
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 More
20 Feb 2017
0 Commentsa 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 More
12 Dec 2016
3 Commentsvolunteer in westchester… and change the world
Whether you’re an empty nester, recent retiree or beyond, this next act of your life presents an opportunity to get involved in your community. More
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5 Apr 2019
0 Commentssocial security basics
Let’s start with how Social Security works and look at some practical situations. Social Security benefitsMore