Financial Planning

Whether by fate or by choice, many of us will grow older alone. Some of us never married or had a partner, some have no children, some live too far away from family to count on any help, and some are estranged from next of kin- essentially all alone. Estimates…

You may not realize it but 1.4 million women become widows each year. For most, it’s likely the most tumultuous and devastating occurrence in their lives. And for many older women, it’s also the first time in their lives that they truly need to grapple with the family finances. In…

If an emergency happens, and time is of the essence, would your spouse or your loved ones know where to find your important paperwork? Do you even have one central place where all of your critical information is together? If your essential info is all on paper, do you have…

LGBT seniors have perhaps witnessed more change in their personal lives, and society at large, than many of us realize. As young people, the ability to be open and honest was available to few and now, in their later years, they stand witness to the changes society has embraced in…

Money- you can’t live without it but you can’t take it with you. So how are you thinking about your future finances as you age? Are you hoping to inherit money from senior loved ones to get you through your final years? Are you planning to spend it all before…

In a recent Gallup survey of Americans about retirement concerns, one thing stands out pretty clearly: for those who have yet to retire, concern about outliving your money looms large. Those already retired are more optimistic about having sufficient funds to keep them going but for those thinking about retiring, there…