We’ve had a few conversations lately with clients on the edge of retirement or having recently crossed over to the other side. A few articles this week shed light on several key issues. The Average Retirement Age—An Update. Today’s average retirement ages of 64 for men and 62 for women are about the same as
Intriguing subject matter relating to retirement was the topic of several sessions at the AICPA Advanced Personal Financial Planning Conference held January 19-21, 2015. This week we share some of the conference’s golden nuggets and more. Retiring in a Low-Return Environment. Investment returns and retirement spending have been based on information drawn from the past.
Intriguing subject matter relating to retirement was the topic of several sessions at the AICPA Advanced Personal Financial Planning Conference held January 19-21, 2015. This week we share some of the conference’s golden nuggets. What makes for a Satisfying Retirement? Although money matters, planning for a lifestyle can be equally important in order to get
My Dad passed away last week from complications of Alzheimer’s disease. I first wrote of our family’s journey with Alzheimer’s in the August 14 blog [click here] and then again last week [click here]. In this final chapter, I share a few more lessons we have learned in our journey that can be applied universally.
My Dad—a retired pastor—has Alzheimer’s disease. Last week our family checked him into a long-term care facility. With the disease’s progression, caring for him was wearing out the primary caregiver, my Mother. Anyone who has faced this crossroads knows the anguish. However, the anguish is somewhat more bearable when the family has planned ahead. I am glad my parents have a long-term care insurance policy to help defray the considerable cost of my Dad’s care.