Browsing: Retirement

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or other loved…

In late January, I talked with Bill, a client whose job, along with his healthcare insurance, was eliminated and he needs Medicare by March 1. My…

Start Early and Get to Know the Social Security Program I have been advising people for years now on the various ideas they have when it…

What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an agreement you might make with another…

Introduction and Background Let’s start with a quick refresher to set the stage for an important issue confronting many people who have created trusts. The Corporate…

How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for retirement. If you prepare a budget…

How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate how long they might live, which…

Wealth – the difference between what people own and what they owe – serves as a financial buffer in an emergency and as a means towards…

This piece is written in collaboration with a colleague of mine, Amir Noor, CFP®, director of financial planning at United Financial Planning Group, who first developed…

The world is in the midst of a profound demographic transformation as countries in Europe, North America, and parts of Asia grapple with the potent combination…