Even though planning provides greater control of your outcomes and allows us the ability to be prepared, sometimes things happen that are pure luck. Embrace it. Read More
Planning for a Hail Mary Retirement
Sometimes its hard to make up for lost time, however, you often have options. Here is a few things to consider if you haven’t saved enough or anything for retirement. Read More
Elections and Your Portfolio
Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More
Unravelling Money & Remarriage
Getting remarried can lead to a host of financial complications. Here are some tips to to build a solid foundation. Read More
Taxes & Long-Term Care; 2 Other Uses for Life Insurance
Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. Read More
Are You Better Off Dead?
In some cases you may be actually better off financially to have a spouse die than to go into a nursing home. Here is a case that I continue to see over and over again. Read More
You Don’t Have to Retire at 65
There is a psychological perception that you must retire at the magic age of 65. Find out why that is not always the case or even the best plan. Read More
Canceling Your Long-Term Care
If you have a long-term care policy and have received a letter about an upcoming premium increase, here is what to do. Read More
The Cost of Choices
Opportunity cost is what you lose by choosing one alternative over another. Money has opportunity cost and when it comes to retirement, it can be very expensive. Read More
What Every Wife Should Know
You and your husband prepared to retire together then the unfortunate happens. Here are some points to be prepared about if your husband predeceases you. Read More
