Financial Planning

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…

You’ve saved and planned and now, in retirement, you have the necessary money you need to live comfortably and securely. Or do you?  One never knows when the unexpected will arise or when circumstances will lead to unplanned expenditures. Fear of running out of money often eclipses fear of death…

No matter how well prepared you may think you are, the costs of paying for long term care, for either a loved one or yourself, are sometimes almost incalculable- and uninsurable. There are so many competing factors that will influence what expenses you and your family may incur: the types…