Browsing: Retirement

You have worked all your life, what kind of wealth are you likely to have? Here is the thing. Most older adults and households nearing retirement…

Background In a recent case owners of a closely held business got bad news. It is common to have a closely held business own life insurance…

Inflation plus rising interest rates on your variable debt may be putting the squeeze on your budget. There are two ways out of that problem: Lower…

There are two tools available for passing the bulk of your financial legacy. The best choice for one person might not be optimum for another. Either…

Have you made any mistakes with your money? If so, I have some good news for you: Financial planning is, at its core, an exercise in…

The world’s current richest person can teach all of us how to prepare our heirs to inherit, though our estates are going to be substantially less…

Most people (69% of men; 81% of women) experience some sort of unexpected event after they retire, according to a recent survey conducted by Age Wave…

There could come a time in anyone’s life when you are unable to speak for yourself. It can happen with aging, and the risk of stroke,…

Maybe your uncle had a heart attack as soon as he retired. Or your newly-retired friends feel depressed and lost without structure to their day. A…

Why is it so hard for people in their 60s, 70s and even 80s to admit they are changing with age? Believe me, I hate “ageism”…