Financial Planning

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…

They say that money can’t buy you love- but what about a longer life? Those with significant financial resources may be able to obtain the health care and supports needed to increase life expectancy, and thus create the latest arena of inequality. According to Bloomberg, longevity inequality is the successor to…

For some people, drawing up a will and dividing up assets is a relatively straight-forward process. But for others, there are distinct and difficult decisions to be made, often because they have the good fortune of having substantial assets to consider. In a newly published article in The Atlantic, philosopher Martha…