Can I Live to 100 with Money to Spare?
That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan....
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Next Nest: Contemplating What Retirement Might Look Like
If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won’t want to miss our series about the financial implications, opportunities and gotchas regarding life challenges. In our last issue,...
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Winning the Financial Advisor “Name Game”
It might make sense to seek advice from a financial professional as you plan for retirement, so you start your research. Unfortunately, this results in a myriad of confusing titles: Financial Consultant, Financial Advisor, Advanced Retirement Specialist, Wealth Manager,...
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Next Nest: Your Children Start Having Children
If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won't want to miss our series about the financial implications, opportunities and gotcha’s regarding life challenges. In our last story...
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Housing Options for Older Individuals
As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or live close to your grandchildren in Illinois. Perhaps you’ll need to live in a...
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