March 31, 2021 A client recently shared a blog post from the blogging website Wait But Why ( https://waitbutwhy.com/) that we would like to share with you. While it only takes a few minutes to scroll through, it has the potential to leave you pondering. To make the post more meaningful, substitute your age for the age of the author...
February 15, 2021 While distant memory sometimes eludes me, I vividly recall back to my college days when getting a shot related to an alcoholic beverage. My, my, my, how times have changed. If you’re a senior citizen, or any other kind of citizen for that matter, talking about a shot today only has one meaning: the COVID vaccine...
February 15, 2021 Just like there’s no universal savings amount that everyone should reach to secure their retirement (“What’s my number?”), neither is there a universal retirement age for everyone. The fact that your friends are all retired doesn’t mean it’s the right decision for you, and vice versa if none of them are retired but you think it’s your...
February 15, 2021 Whenever someone used to try a new task that didn’t turn out well, the line used against him/her was “Don’t quit your day job.” If your neighbor saw you do a house repair that didn’t go well: “Don’t quit your day job.” Fail to properly change the oil in your car: “Don’t quit your day job.” The...
December 31, 2020 I am incredibly grateful that none of my immediate family has been infected by the coronavirus because so many families have lost so much. Because of that, I try not to use the word ‘loss’ when speaking or writing about the coronavirus, but there certainly are things I miss. Like so many of you, what I’ve missed...
December 31, 2020 While we all hope that 2020 is one and done, never to be repeated, we would be remiss if we fail to heed the lessons learned from what we’ve all been through (and continue to endure). In no specific order of importance, here are a few to ponder. Tele-health is here to stay: Why visit a doctor’s...
December 31, 2020 AARP Bulletin 1 published several steps we can all take to protect ourselves from fraud in 2021. (Considering we’re referencing AARP, you may be amused by one of their tips.) Improve your password protection: Many companies, financial and otherwise, now offer ‘dual-factor authentication.’ That means you sign-in to your account using your ID and password (Factor 1)...
November 15, 2020 As many long-time clients will attest, I tend to share lessons I learn in life through this column. Some lessons may apply to more readers than others, but I always hope there is some value to at least a few of you. In this instance, I think I learned something that has the potential to benefit everyone...
November 15, 2020 The Wall Street Journal published a Journal Report titled Encore, and it included an article 1 on how COVID will impact us all in retirement. Even if you’re not a retiree or close to it, it’s worth it to pay attention. As Kenny Chesney sings: “Don’t blink…a hundred years goes faster than you think.” Aging at home...
November 15, 2020 A few planning tips as we head into the final days of 2020 that we thought you might find helpful. As always, if any of these interest you and you'd like to discuss further, let us know. End-of-year-gift giving: If you’re going to make a directed donation before year-end or simply add to a donor-advised fund, consider...