As people near retirement, most ask some version of this question: “What financial risks should I watch out for in this next chapter of my life?” The answer is not that complicated: Many of the same risks you face now—plus a couple more. Here’s why that’s interesting: If you are about to voluntarily retire, you […]
How to Sleep Better in Retirement Read More »
After another brutal tax season—digging up records for his CPA, trying to recall expenditures and hunt down old receipts, etc.—Bob vowed, “Never again!” He went online and purchased some money management software, thinking, “Next year, I want to be able to push a button and easily generate all kinds of accurate, detailed reports.” Last night,
Change: Short-Term Pain for Long-Term Gain Read More »
I once asked a potential client if he and his wife had long-term care insurance. “Oh, we don’t need that. Neither of us wants to go into a nursing home.” “I understand,” I said. “I hope that never becomes necessary. But here’s a reality most people aren’t aware of: I shared three more realities with
Misconceptions About Long-Term Care Insurance Read More »
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