Senior Living

Latest Articles

• Who’s got the power?

  It’s important to have paperwork in place, including durable financial and medical powers of attorney along with living wills, health care directives and convenience accounts.

  Jul 30, 2014
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  Life stages in retirement

  Retirement income needs change at different life stages, ranging from the go-go years to the no-go years.

  Jul 25, 2014
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  Getting your affairs in order

  It’s better to come to grips with an eventuality by looking at the basics of estate and life planning.

  Jul 16, 2014
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  Planning the retirement transition

  Are you ready to retire? What will it take to get you ready for that transition?

  Jun 30, 2014

• Will you age in place?

  I’ll admit to being fascinated by this topic even though I’m a decade from when I plan to retire. There’s always a slideshow showing the top 10 places to retire, based on some decision points that [...]

  Jun 30, 2014
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  Worrying about outliving your money?

  One concern that seniors have is whether they will outlive their income. That concern is called longevity risk. Financial planners have different approaches to this in managing their clients financial [...]

  Jun 30, 2014