This week, our focus on the blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But for this article, we’re attempting to answer the question: what good things can happen when a retiree’s financial...
Determining if you need a financial advisor is a common crossroads for investors. If you frequently listen to AgingOptions or follow our Blog, you likely recognize our stance on professional guidance. However, despite the clear benefits of expert estate planning, data...
When we think about retirement planning, we tend to accentuate the positive. These days, growing older is often portrayed as the “golden years” with one new adventure after another! If we follow that thought process, retirement is like an endless resort vacation....
Is your estate plan truly complete? Before you answer, you might want to take a look at this insightful article from Kiplinger that talks about elements of what the author considers a complete estate plan. The article was written last year by California attorney John...
The old adage reminds us that “those who fail to plan, plan to fail.” This sentiment is undeniably true in the arena of retirement planning. It helps explain a dismal statistic often cited by Rajiv Nagaich: while 90 percent of seniors hope to age in place, only about...
Every so often, a story comes across our desks that demands our full attention. We experienced that late last year when we first encountered this deeply moving column in the Wall Street Journal. It chronicles the lives of Glenn and Karen Ruffenach, a couple who...
