If we were to pick a theme song that exemplifies the baby boomers’ approach to retirement, we would probably choose the Frank Sinatra hit, “I Did It My Way.” Face it, the baby boomers – the oldest of whom is about to turn 80 – don’t want to be told what to do. They...
Are retirees really “unretiring” and going back to work? Here at the Blog, we’ve read plenty of articles that suggest the answer is yes. Some have even referred to “the Great Unretirement,” asserting that many of those forced into retiring earlier than planned during...
Beginning next year, in a pilot program being tested in six states – including Washington State, home to Life Point Law and AgingOptions – people enrolled in traditional Medicare will be faced with the requirement to get advanced approval, called prior...
Do you need a financial advisor? If you’re a regular listener to AgingOptions or a reader of the Blog, we imagine you know how we would answer that question. But in spite of the advice from estate planning experts, reports such as this recent article...
Remember that place you worked for three or four years back in your forties? Do you remember whether or not you ever got around to signing up for that company’s 401(k) plan with the company match? Come to think of it, after you left, you also never got around to...
For years now, we’ve all heard about what’s often called “the great wealth transfer.” It’s a combination of demographics and economics. As the baby boom generation passes from the scene in the next decade or three, all the accumulated wealth which this...
