What you need to know about the estate planning process
October is National Estate Planning Awareness Month, and of all the topics I’ve discussed, estate planning draws the most attention. It affects all of us, especially seniors. Often, however, people don’t seek out advice regarding estate planning because, quite...
Setting a retirement date?Check your health first
Most people approaching retirement spend months running the numbers. They model Social Security claiming strategies, stress-test their portfolios, and debate whether to work one more year. What far fewer pre-retirees do is gather the single piece of information that...
Money moves in your 50s
Welcome to your 50s! You’re officially halfway to age 100, and you’re starting to feel like it too! I always say that when everything starts to hurt, it’s a good time to reassess your finances. This week, let’s review some of the more important considerations for...
Family meetings to discuss your plan
A while back, I wrote an article on how to discuss money with your children at different stages of their lives. As we get older and our children become adults, one of the best ways to have this discussion is to hold a moderated family meeting. This is one of my...
