The holidays are a wonderful time to catch up with family and friends, and celebrate the season together. They are also an opportune time to do a loving check up on your aging family members. If you are only able to see your parents once or twice a Read More >
Blog
Home Safety for your Aging Parents
AARP reports that most people want to stay in their own home as they age. The challenge for their adult children, however, is honoring that wish while ensuring the safety and well-being of their loved ones. The elderly are particularly vulnerable to Read More >
Does your “outgo” exceed your income?
This is Part 3, the final chapter in our series – Can You Afford to Retire? In Part 1 of this series I talked about the importance of having a good understanding of your financial situation when making decisions about retirement. In Part 2, I Read More >
Can You Afford to Retire – Running the Numbers
This is Part 2 in our series – Can You Afford to Retire? Conventional wisdom says that you should have at least $1million in savings before you retire. But the fact is, each person’s needs during retirement are different based on lifestyle, Read More >
Can you afford to retire?
The first of the Baby Boomers (those of us who were born between 1946 and 1964) began retiring in 2011, and it’s estimated that the majority of the nearly 76 million people born in that time period will retire over the next 20 years. Many of us are Read More >
Getting Prepared to File Your Tax Return
One of the things I do for clients is help them gather and organize documents needed to prepare their income tax return, or to provide to their tax professional. With April 15 on the horizon, I thought it might be helpful to do a little refresher on Read More >