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Annual retirement review checklist
Retirement has a lot of moving parts and when you consider that it could last for thirty years or more, it should come as no surprise that it will have several distinct phases. Sixty-five will look...
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10 essential documents for retirement
Quick Summary: Key documents everyone needs to successfully navigate retirement. When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your...
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Estate Planning: A short primer
October 17-23 is officially National Estate Planning Awareness Week. As in years past, my procrastination got the better of me and I didn’t get you a gift, so I’m sending out this handy little estate...
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Monthly rewind
I spent a lot of time traveling in October, which was good for my tan, but bad for my writing schedule. There’s quite a bit on the editorial calendar for November though, so stay tuned. In the...
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Caring for your aging parents: A checklist
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if they die or become incapacitated. How confident are you...
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Don’t let death of a spouse derail retirement
The odds are extremely good that my wife will outlive me. Whatever the reason—genetics, a healthier diet, the fact that she uses our treadmill as something other than a clothes rack—there will likely...
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5 key relationships for people over 50
“Plans fail for lack of counsel, but with many advisers they succeed.” ~Proverbs 15:22 As you approach retirement, there are five people who can make a big difference when it comes to your health,...
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How aging affects your financial decision making
As we age, our brains don’t work as well as they used to. This is particularly true when it comes to making financial decisions. A recent study by the Texas Tech Financial Literacy Assessment project...
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Retirement fire drill
If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill. Those faux escapes give everyone a chance to practice...
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7 retirement resolutions for 2013
Well, another year is in the history books. Where does the time go? It seems like just yesterday that I was singing along to Prince’s “Party Like It’s 1999” and worrying that my coffee machine was...
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How to accidentally disinherit your kids
I help a lot of clients with their retirement planning and anytime I come across a situation that I think we can all learn from I like to change the names to protect the innocent and then write about...
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If something happens to you
Note: For help accomplishing the things discussed in this article, you might be interested in my book and organization kit If Something Happens to Me. It’s been a rough couple of months in the U.S....
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