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How much will the new tax bill put in your pocketbook?

Thursday, April 5th, 2018   1:40 pm |  Category:   Finance   |  Add Comment  | Author:     bio

When it was first announced that the new tax bill passed and taxes would be cut by about 25% for many, what first crossed your mind? Finally renovating your bathroom or kitchen? How about paying down debt that’s been dogging your financial picture for some time? Maybe increasing the amount you save for retirement so …more

5 Ways to Pay Your Long-Term Care Insurance Premium

Tuesday, March 13th, 2018   6:18 pm |  Category:   Finance, Health   |  1 Comment  | Author:     bio

It is important to account for your long-term care insurance when making your retirement plans to ensure you are financially well protected in case of an unexpected illness or disability. If you don’t account for your long-term care insurance when planning your retirement savings, you will inadvertently have to dip into your savings to fund …more

These 5 Challenges Can Doom Your Retirement

Saturday, February 24th, 2018   6:34 pm |  Category:   Finance   |  1 Comment  | Author:     bio

What if I told you had your eye on the wrong ball? That your ladder of success was leaning against the wrong building? Or that you are focused on the unimportant, while the important stuff stands neglected? You might be indignant or annoyed. But my hope is that you are perplexed and curious enough to …more

Biological Age and Retirement Spending

Tuesday, March 21st, 2017   1:07 pm |  Category:   Finance, Health   |  1 Comment  | Author:     bio

Although age aint nothing but a number according to a popular song by Aaliyah, when it comes to financial planning age is just as important as that other number, the amount of money you have saved for retirement. Your ubiquitous age pops up in all sorts of calculations over your financial and economic life-cycle. It …more

Long-Term Care: The Most Overlooked Decision in Retirement Planning

Thursday, January 26th, 2017   5:09 pm |  Category:   Finance   |  Add Comment  | Author:     bio

When meeting with clients and preparing financial plans, long-term care, or “facing incapacity,” is by far the most difficult subject to bring up. Clients seem to have little difficulty facing their own mortality and preparing to provide for survivors after they are gone. Bring up long-term care, including the possibility of needing help with daily …more

Semi-Retirement

Sunday, October 23rd, 2016   8:45 pm |  Category:   Finance   |  1 Comment  | Author:     bio

It’s been three years since I last wrote for this website: See the post, Why Financial Independence is a better goal than Retirement. The editors have asked me to update that piece in light of the fact that I recently published (with co-author Mike Drak) a book that goes into some depth about the themes …more

Keep Calm and Carry On!

Saturday, October 15th, 2016   5:32 pm |  Category:   Finance, Life, Retirement locations   |  1 Comment  | Author:     bio

I received an email from an expat living in Spain’s Costa del Sol last week, who was understandably concerned and angry about the falling pound. Basically, he was asking what the UK Government was going to do about it. Apparently, both he and his wife are now having to seriously cut back on both food …more

Taking Calculated Steps Towards Retirement

Wednesday, October 5th, 2016   5:08 pm |  Category:   Finance, Insurance, Legal, Life   |  1 Comment  | Author:     bio

Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event. Retirement planning is critical to ensure a comfortable retirement, both financially and personally. It is an extensive process and managing it will be an ongoing responsibility that has to be carried out after the retirement as well. …more

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