This article originally appeared in Forbes.com. You’re happy in your career. You’re earning enough for now and putting money away for later. You feel productive. You like working. When asked, you say you have no plans to retire until you’re at least 65. Surprise! Things happen. You could confront health challenges that affect you or [Learn more…]
Retirement Planning and Cash Flow
Often, life care managers can help older adults explore their options ahead of time. Once they are in crisis, it’s harder to make decisions.
“Over the past century, we’ve created the greatest gift in the history of humanity — thirty extra years of life — and we don’t know what to do with it! . . . What we need is not to put off death a little longer but to write a new narrative of aging as it could [Learn more…]
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.
Steve and Maria Henderson, both attorneys, have moved around a lot since they got married. There were colleges and law school, and then, internships and some pro-bono work in an economically depressed area of the US. Now they’re in Massachusetts and are considering making it their permanent home. They’re even contemplating making the switch from [Learn more…]
Additional questions to help you decide if a CCRC is right for you. (Last in the series of 7 articles on CCRCs.) In a previous article, I suggested questions to ask a CCRC finance team member about the community’s long-term financial viability to determine whether it’s the right place for you. Chances are, by the [Learn more…]
Early retirement and the concepts of high savings rates, deliberate frugality and reducing one’s working hours continue to seep into the mainstream. Blogs like Mr. Money Mustache, Early Retirement Extreme, and the FIRE (financial independence, retire early) movement have become a topic of frequent conversation in the media and among many in their 30s, 40s [Learn more…]