Browsing: Retirement

One of my favorite financial planning clients represents a story that is part success, part sadness. Betty, we’ll call her, married young and became a widow…

In May, inflation abated a bit and gasoline prices fell 19% — that should feel good at the household level. Inflation is mending and the general…

As the only capable adult child with two difficult aging parents, Liana’s situation is not unique. The burden of trying to keep them safe falls squarely…

U.S. sweats workers the best! A new report by Oxfam finds among 38 rich nations in the Organization for Economic Cooperation and Development (OECD) the U.S.…

In May, inflation abated a bit and gasoline prices fell 19% — that should feel good at the household level. Inflation is mending and sentiment is…

A Medicare Advantage PPO (preferred provider organization) plan is an important option for many Medicare beneficiaries. If you’re getting ready to enroll in Medicare or perhaps…

Congratulations! You’ve made it to retirement. All the working, planning and saving you’ve done over the last 30, 40 or even 50 years has led up…

June 15 is World Elder Abuse Awareness Day (WEAAD). Launched in 2006 by the International Network for the Prevention of Elder Abuse and the World Health…

Peter contacted my company about his situation recently. He is 68 years old and still working. He enrolled in Part A two years ago because his…

Imagine having multiple sclerosis and being in a wheelchair for 25 years. That was Eleanor, in Tennessee, feeling trapped. When her neurologist told her she would…