by Alan Hopkins | Oct 21, 2019 | Community, Retirement
You hear a lot in the press about “elder abuse,” and the image that comes to mind is physical abuse or violence. But the most likely scenario, according to the AARP, is the 20-year-old son gently accompanying his elderly grandmother to the bank, where she querulously...
by Robert Katch | Jul 18, 2019 | Financial Planning, Retirement
If you imagine that the U.S. Congress would create a simple, easy-to-understand system for determining when you can make contributions to retirement accounts, and which accounts, and how much, then you would be totally wrong. Nobody knows why the patchwork of ages,...
by Alan Hopkins | Jun 21, 2019 | Financial Planning, Retirement
When you model the sustainability of a person’s retirement assets, the Big Unknown is long-term care expenses. The median annual cost of a private room is now over $100,000 a year, according to Genworth’s 2018 Cost of Care Survey, and the median annual cost of a home...
by Robert Katch | Jun 11, 2019 | Financial Planning, Retirement
Senior citizens can find a wealth of “best of” lists on TheSeniorList.com, including best assisted living facilities, best dental and vision insurance for seniors, best online dating sites for seniors, best to-your-door meal delivery services, best senior cell phone...
by Seth Catanese | May 20, 2019 | Financial Planning, Retirement
Are millennials saving for retirement? According to a retirement savings and spending study, 31% of millennials are contributing to a retirement account and only about one third of Americans say they understand how a 401(k) plan works. How much you should put aside...
by Steve Scott | Mar 22, 2019 | Estate Planning, Retirement
The estimate currently sits at $68 trillion dollars that the Baby Boomers will pass on to the next generation. For most of those 45 million households, this substantial financial legacy carries with it the hopes the assets will be used in a manner that reflects the...
