Financial Planning

You think the cost-of-living these days is expensive? Just wait until you see the cost-of-dying! According to a recent article in The Washington Post, the dire reality of how expensive the last days of your life can be is not well known to most people. Yet it’s critically important when…

There is the sense in the mainstream media and popular culture that Baby Boomers have it made: They own their own homes in significant numbers, have paid off mortgages, and will reap a huge financial reward when they decide to sell and downsize. And to some extent, for some of…

So, has the new year brought improved conditions at the Social Security Administration? As we highlighted throughout 2025, disruptions from government cost-cutting efforts, along with fewer offices and staff at the Social Security Administration, all combined to mean that Social Security recipients were experiencing significant and at times unresolvable problems…

There’s no arguing with the data. The overwhelming majority of us would like to live out our days in the community, rather than entering a long-term care facility. According to a recent post on Realtor.com, fully 74% of Americans want to remain and receive care in their home if needed….

The headlines are jarring, heralding a crisis that already exists for all too many of us. Aging solo, whether you’re single, a widow or widower, divorced, without children or close relatives, or estranged from loved ones, is a tough row to hoe, especially as costs are rising, affordable and appropriate…

So what birthday will you be celebrating in 2026? If you’re reaching the milestone of 80, congratulations, you’re at the head of the line of Baby Boomers entering this later stage of life. With the current average life expectancy being 78.9 years, you’re an “overachiever,” aligned with the competitiveness that…