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Weekly News

Decide when to start

So many people are talking about retiring and hoping to do it soon that I thought to share with you an article that discusses those items in a check list form that you need to think about and pick the choices that work best for your situation. While medicare coverage...

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Especially Trying

This week’s report from the Brookings Institute authors reflects on the impact of the coronavirus and tells us “As painful as this episode has been for all Americans, it has also been especially trying for older individuals.” If you read any newspaper it is as if we...

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An all-encompassing view

This week’s article makes a valid point, that “safeguarding financial wellness requires an all-encompassing view of a person. This means considering their tangible assets (including savings and property), but also less tangible assets such as health, skills and career...

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More Fiscally Conservative Yet Simultaneously More Freeing

More Fiscally Conservative Yet Simultaneously More Freeing This week’s article tells a story we are all too familiar with: “Approaching retirement at age 65, John and Jill Smith realized their monthly income from Social Security and pensions total $700 less than their...

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Causing Worry

The ongoing pandemic is causing people to worry, “whether they are approaching their retirement age or just starting out in their career – anxious about their finances, and retirement plans. This is the reason why more and more people are increasingly considering...

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