_ Wills & Estates The Best Estate-Planning Tips By Jane Farrell article If you don’t have a will, you are not alone. Half of Americans don’t have a will, a living will, or financial and medical powers of attorney. Yet we know a will and other estate documents would ease our family’s burdens if something happened to us.
_ Retirement Income Annuities Provide Invaluable Longevity Insurance but Are Still Underused By Sondra Forsyth article Few adults would go without auto, home, life or health insurance. But the kind of insurance that protects against the … Read More→
_ Retirement Ready to Retire? 5 Steps for Getting a Good NightΓÇÖs Sleep After the Paychecks Stop By Sondra Forsyth article Those early days of retirement can be exciting as you are finally rewarded with a little rest and relaxation after … Read More→
_ Money Matters Fear, Greed and the Financial Hazards of Emotional Investing By Sondra Forsyth article He was a successful dentist who managed his own money his entire life and prided himself on his financial acumen. … Read More→
_ Retirement Are You Leaving Your Beneficiaries a Tax Time Bomb? By Sondra Forsyth article When it comes to retirement ΓÇô and to passing on whatever wealth youΓÇÖve accumulated to a spouse or the next … Read More→
_ Money Matters Retirement Are Women Prepared for Life Alone as They Age? By Sondra Forsyth article The trends are clear ΓÇô as women age the odds are they will be living alone, largely because of either … Read More→
_ Staying Young in Spirit By Jane Farrell article Mohr Keet of South Africa bungee jumped when he was 96, landing himself in the Guinness Board of World Records. … Read More→
_ Money Matters Retirement Why Retired Women Are More Prone To Financial Crisis By Sondra Forsyth article Men and women both face obstacles and challenges in planning for retirement, but women often travel a thornier path. In … Read More→
_ Money Matters How To Avoid Becoming A Financial Burden On Your Kids By Sondra Forsyth article Americans are living longer than ever, which means retirement could last 20 to 30 years for some people ΓÇô maybe … Read More→
_ Alzheimer's Disease and other Dementias Caregiving AlzheimerΓÇÖs Disease and Decision Making: Do I Know You? By Jane Farrell article The heartbreak associated with losing a loved one to AlzheimerΓÇÖs disease is indescribable. One day, an adult child holds the … Read More→
_ Money Matters Retirement Financial Independence For Women ΓÇô ΓÇ¿Before ItΓÇÖs Too lateΓÇ¿ By Sondra Forsyth article Is there a meaningful difference in the way men and women consider money? There is, according to a study published … Read More→
_ Money Matters Retirement Ready to Retire? It's Time to Simplify Your Life By Jane Farrell article The time is now to get started on reaching your retirement goal (or dream) in 2016. Reboot Partners, four Boomer … Read More→
_ Money Matters The Biggest Financial Mistake at The End of The Year By Jane Farrell article As the end of the year approaches we make plans to spend time with family and friends. Where are we … Read More→
_ Caregiving Money Matters Are Your Long-Term Care Needs Covered? By article ThereΓÇÖs a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long … Read More→
_ Retirement New IRS Rule Lets Early Retirees Take More Money from Plans By Jane Farrell article Fixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans. Post-pandemic, more people want to tap their retirement plans … Read More→
_ Retirement Laddering Fixed-Rate Annuities Offers Combination of Good Rates and Flexibility for Future By Jane Farrell article With todayΓÇÖs low interest rates, it takes planning to create sufficient retirement income without taking more risk than you need … Read More→
_ Be Your Own Best Advisor: Learn These 6 Fundamentals for Wealth Management By Jane Farrell article There is no shortage of information someone can find on the internet, and thatΓÇÖs part of the problem for people … Read More→
_ Retirement Want Or Need To Retire Early? Tips On How To Pay For It By Jane Farrell article Delaying retirement has become common for many Americans, either because they saved too little or they just want to continue … Read More→