Health Crisis with No LTC Plan Creates Chaos for Those You Love 

Health Crisis with No LTC Plan Creates Chaos for Those You Love 

Often the best way to prepare for a journey – in this case, the journey of long-term care planning – is to talk with those who have been there. We know how long-term care planning is “supposed” to go when the process unfolds smoothly. But what if we haven’t planned,...
This Couple Had the Ideal Retirement Plan-Until Dementia Struck

This Couple Had the Ideal Retirement Plan-Until Dementia Struck

Sometimes here on the Blog, an article truly stops us in our tracks. That was our reaction this week when we read this extremely poignant column in the Wall Steet Journal. It tells the tale of a couple, Glenn and Karen Ruffenach, who had all their retirement plans in...
Claiming SS Benefits at Age 62 to Buy Stocks is a Risky Strategy 

Claiming SS Benefits at Age 62 to Buy Stocks is a Risky Strategy 

These days, people are getting all kinds of advice from so-called influencers on various social media platforms. Investment advice offered by self-styled “experts” is one common example.  This week we read a Wall Street Journal column in which financial writer Jason...
Planning to Retire and Move Closer to Your Kids? Better Think Twice

Planning to Retire and Move Closer to Your Kids? Better Think Twice

It’s no accident that, for many seniors, “retirement” and “relocation” often go hand in hand. As the old cliché has it, retirement is typically thought of as a time to be footloose and fancy free. In other words, it’s that time when you can finally live however and...