September 30, 2017
If nothing else, aging provides perspective. The longer you live, the more you realize there’s only so much you can plan for in life. Conversely, you also learn that failing to plan can be life-altering, but often not in a good way. If you’re a senior (you can define how old that is), in or approaching retirement, it might be time to start pondering where to live the most golden of your senior years.
August 15, 2017
A client forwarded an e-mail that had all the trademarks of a communication from Charles Schwab. Fortunately, our client was savvy enough to realize it was not sent by Schwab, but by someone seeking his log-in credentials. He forwarded it to me, and I sent it on to Schwab’s security team.
May 15, 2017
Writing in MONEY.com, Nancy K. Schlossberg, a professor emerita of counseling and personnel services at the University of Maryland, reiterates the words of Coughlin: “Succeeding in retirement is about more than money.”1 As part of her new book: Too Young to Be Old: Love, Learn, Work and Play as You Age, Schlossberg groups retirees into six paths. “Any of these routes can be right for you (with one exception), and thinking about retirement this way can help you get comfortable with your new identity.”