For many of us, approaching retirement after years working in Corporate America makes us yearn for doing our own thing. As boomers, we’re torn. Traditional retirement looms out there, but really isn’t for us. A backbreaking sprint of 30 plus years to suddenly stop and do nothing seems dumb. The thought of moving south, playing …more
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In their haste to move to the sun, many expats ignore the facts relating to getting old and the possibility of becoming infirm. There are now several generations of expats, who found themselves in a good financial position following the rapid rise in UK houses prices a decade or so ago, and others who managed …more
“What’s good about Australia”? I hear you ask, simple…everything! If you’re considering a trip “down-under” then now is the time. With the Aussie dollar falling, now is time for us to have “guests over” rather than for us “to go-out”. In a country not dissimilar in land size to America but a population of about …more
Now that you have reached the peak of your life or accomplished the things you want to do, the next step is to find that perfect spot where you can spend the rest of your days enjoying peace and quiet, picking up a new hobby, engaging with other people, or bonding with your family. The …more
9. The Markets – Guatemala has it all! The fruit here is some of the tastiest I have ever eaten. The variety of vegetables is amazing. Before moving to Guatemala, I had sworn off bananas. I couldn’t stand their mealy texture and bland taste. Now making fresh banana smoothies with hand roasted cacao beans is …more
Many clients have questions and confusion regarding which of the assets in their respective estates must go though the process of probate after their demise. Assets that are not held in a trust, held jointly with rights of survivorship or that do not have named beneficiaries must pass pursuant to a will, or under the …more
Most people understand that they can enroll in Medicare at age 65, but beyond that our nation’s health insurance program for seniors is a mystery. Navigating the Medicare waters can be stressful because there isn’t any frame of reference for it unless you’ve had prior experience helping a parent or a friend. Fortunately, Medicare can …more
As a family therapist, I have noticed that retirees often end up becoming full-time babysitters for grandchildren, which can and often does cause insurmountable problems both for grandparents, parents and children. Understandably, new retirees may jump at the first chance to have unlimited time to give to their precious grandchildren; parents may thrill at low- …more
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