Seeking Immediate (Annuity) Gratification?
The wants of retirement investors are generally quite simple. From decades of experience, I have learned we all want high...
Investing is Evolutionary, Not Revolutionary
Ah, the wisdom of age. It is a powerful advantage we can use to avoid all manner of financial disasters. Our generation...
Considerations for Older Investors in Upside Down Times
For many people, investing can seem like a daunting task given all the elements involved: economy, the Federal Reserve, corporate...
Advance Care Planning Leads to Better Peace of Mind
I’ve heard much talk about silver linings in this dark cloud we call the COVID-19 pandemic. Traffic is lighter, for instance,...
Your Health and Your Wealth
Once again, those of us living our third act are reminded of the vulnerabilities that come with age. The possibility of a...
Long-Term Care Insurance: Your Questions Answered
If you are over 65, there is a 70% chance that you’ll need some long-term care assistance in your lifetime. That...
Play with Life, Not with the Stock Market
When we were young, time seemed infinite and we lived in the moment. Now that we're older (and possibly wiser), we know how...
The Power of Planning: Taking Charge of Your Own Aging Journey
At 72, Betsy is doing all the right things to ensure she enjoys good physical, emotional, mental, and financial health. ...
The Financial Impact of Losing a Spouse
This summer my family experienced an expected yet dispiriting loss. My stepfather (in reality, more of a father than my bio-dad)...
The Fuel for a Fantastic Future
We all want to enjoy life, but as the end of it draws nearer, that desire takes on more urgency. What will it take to create...
