Category Archives: Retirement Plan

“For Richer or For Poorer, Till Death Do Us Part” Includes Retirement

“I take you to be my lawfully wedded spouse, to have and to hold from this day forward, for better or for worse, for richer, for poorer, in sickness and in health, to love and to cherish; from this day forward until death do us part.” These aren’t just sweet words designed to bring a…

Harvard or Shady Oaks? How to Choose Your Financial Priorities

There are any number of things for which you can be earning and saving money: investments, retirement, college, a home, a car, the current high-tech gadget… The thought of it all is enough to make a person dizzy!  So how do you decide what are the most important things for your family’s financial happiness and…

Trade Like A Man, Save Like A Woman

How will you be planning for your retirement? According to CNBC your gender could play a bigger role than you think in your retirement plan. While of course not everyone will adhere to gross generalizations, studies have shown that men and women do have a tendency to take a different approach to saving and investing…

Will You Be Able To Afford Old Age?

Are you ready for the financial implications that come with growing older? As the average American lifespan grows longer the cost of aging becomes more and more prohibitive. A recent segment on NBC’s The Today Show is takes a close look at long-term care and the price individuals and couples are required to pay as…

Facing the BIG Picture

We frequently urge you here on our blog to create the documents necessary to protect yourself in case of emergency, and to ensure that your family and loved ones know your wishes for health care if you are ever unable to make those decisions yourself.  But a recent article on MSNBC reminds us that creating…

The Most Important Plan You’ll Make

Whether or not we do it regularly, all of us know how to plan ahead: We plan for travel and vacation, we plan weddings, and we plan for natural disasters, for retirement, or what to make for dinner tomorrow night.  Why is it, then, that so few of us will create a plan to help…

It’s Never Too Early to Start Thinking About Retirement

Every parent wants to teach their children fiscal responsibility, but it’s not always easy to impress upon live-for-the-now youngsters the concept of saving for a rainy day. Certainly teaching by example is one tried and true method; another is practice. But can a 15 to 21 year old really practice saving for retirement? Of course…

Living in a Digital World

Do you have an e-mail account? Do you participate in Facebook or other Social Networking sites? Do you do any of your banking, bill paying or investing online? If you answered yes to any of these questions then you might want to think about this next question… what will happen to all of your online…

Portrait of A Caregiver

If you are a Caucasian woman, aged 35 or older, possibly married, definitely working at least part-time—then there is a good chance that you are now or will soon be serving as a caregiver for an aging parent or relative; at least, this is according to the new report released by the National Alliance for…

More than Just “The Death Lawyer”

Everyone knows that the estate tax is also sometimes known as “the death tax”; similarly, estate planning attorneys are also sometimes known as “those death lawyers.”  This is something most of us have learned to good-naturedly roll our eyes at; but eye-rolling aside, the worst thing about the “death lawyer” assumption is the disservice it…