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Dec 26 2018

Why Do You Need a Will?

It may not sound enticing, but creating a will puts power in your hands.   According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or ... Read More

Written by admin · Categorized: Post Retirement, Retirement

Dec 21 2018

A Retirement Fact Sheet

Some specifics about the “second act.”   Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some ... Read More

Written by admin · Categorized: Post Retirement, Retirement

Nov 29 2018

No, That Is Not the I.R.S. Calling

Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).   Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the ... Read More

Written by admin · Categorized: Post Retirement

Oct 08 2018

For Retirement, Income Matters as Much as Savings

A recent poll of pre-retirees suggests that truth risks being ignored   Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly income of $2,700 at retirement, ... Read More

Written by admin · Categorized: Blog, Post Retirement, Retirement

Jul 05 2018

How Much Do You Really Know About Long-Term Care?

Separating some eldercare facts from some eldercare myths.   How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, ... Read More

Written by admin · Categorized: Families, Post Retirement

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