I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…
Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…
Now that you have a sense of what you’re spending as a result of prior decisions, what you’re spending each week, and…
If you didn’t skip this blog post, you’re probably hung up somewhere in your life on cash-flow or budgeting. Most of my…
Just about everybody these days is on a listserve of some sort (e.g., YahooGroups). I’m on too many listserves, but I get…
The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…
I know what a vast majority of you are doing today: You’ve gotten over your fear that your accountant has forgotten you. …
I’m almost afraid to take on this one, but here goes. I’m in the process of deciding on long-term care for my…
Many of the business owners I have been working with tell a similar story over the last four to five years: Business…
There’s an industry rag I read weekly called Investment News. Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…
