Financial Planning

While it’s critical that everyone contemplate what his or her needs will be in retirement, the planning may require extra consideration for women.  Given that women have often endured pay inequity, time out from the workforce and other actions that have affected their finances, it’s important that women receive retirement…

Whether you’re on the cusp or it’s a far off fantasy, retirement requires thought and planning: how to fill your time, how to find meaning and perhaps most practically, how to keep your funds from disappearing too fast. There’s an entertaining and informative documentary now on-line that may jumpstart your thinking….

The Great American Dream: Decades in a stable, well paying job, then secure retirement and easy street going forward. For most, that dream no longer exists and in fact, a nightmare scenario has arisen. Fewer and fewer Americans these days can even dream of any sort of retirement, with little…

Ranked the #1 Independent Financial Service Advisor for several years by Barron’s, Ric Edelman is an award winning source of essential financial planning and retirement advice. This week, PBS stations across the country will air a special featuring Edelman discussing investment strategies, social security and estate planning. To sweeten the…

Getting around to “The Talk” with your aging loved ones is never easy: no one likes to focus on the difficult decisions surrounding incapacity, financial insecurity or even end-of-life matters. But as tough as those conversations seem, experience underscores that it’s significantly more difficult to discuss these sensitive issues when…

While you may not think of comedian John Oliver as a credible source of financial planning advice, in fact you need to do yourself a favor and watch the most recent episode of his show Last Week Tonight. In simple and stark (and yes hilarious) language, Oliver explains the pitfalls…