Financial Planning

For many of us, this wasn’t the plan. We didn’t anticipate (or budget for) leaving the workforce so early. We didn’t think in our late 50s, or mid-60s or even early 70s, we would lose our jobs or no longer be employable. However, the coronavirus has had other plans for…

Even if you’ve been avoiding the news, you’re probably aware that we now have in place the new CARES Act: The Coronavirus Aid, Relief and Economic Security Act. And while some of the details remain to be worked out (stay on top of the latest with this updated IRS resource…

For anyone with an older parent, hard conversations may be in your future: about money, housing options, caregiving responsibilities and even about relationships. These conversations are difficult enough when everyone agrees. But they can become heated and fraught with tension if there’s disagreement or if your parent has diminished decision-making…

It could be an awkward conversation, one complicated by taboos around discussing money matters or confronting long-standing family baggage. But many of us will face this situation, either for ourselves or as the adult children of those in need: that is, the dilemma of adult children who need to step…

Most of us have suffered this sticker shock: You show up at the pharmacy to pick up a new prescription and are astonished at the price- and that’s even if you have insurance. Those with modest or no insurance face a more daunting prospect, including forgoing a costly medication even…

You may not realize it, but if you’re of “traditional retirement age,” yet find yourself getting up each morning to head to the office, you’re part of a growing trend: older people who remain in the workplace well beyond the age that is typical for retirement. And whether it’s money,…