Financial Planning

Most of us are carefully counting our coins these days. With inflation high, interest rates low, and future current events uncertain, it’s a challenging time to be saving money and building up reserve funds- not to mention those of us who had to retire early or never quite saved sufficiently…

In your fantasy life, where’s your “forever” place? That place you see yourself relaxing in retirement, perhaps taking up some new outdoor activities or engaging in new cultural adventures. Or perhaps your fantasy is more exotic: maybe you’re thinking about leaving your home state or even your home country and…

While it may be true that money can’t buy you love, two new studies seem to confirm that it can buy you a longer life- that, in fact, there’s a direct correlation between your wealth and your health, so that if you aspire to a long life, you may want…

We’ve known for a while now that there are 2 contradictory trends happening at once: Because of the pandemic, there has been a surge of early retirements– some voluntary and some not- while at the same time, more older adults than ever plan to work well past the usual retirement…

Maybe you’re prepared but the pandemic has reminded you to make sure that your plans are up-to-date. Or maybe you’ve never taken the time to write a will but the recent loss of loved ones has shocked you into realizing that none of us leaves this earth alive. Whatever the…

It comes like clockwork every Fall. As anyone over age 65 knows, we are now at the beginning of Open Enrollment season for Medicare. As we’ve noted in prior agebuzz posts, this is the time of year (from Oct. 15th – December 7th) that Medicare enrollees have the opportunity to…