24 Oct 2014

Posted at 09:18h in The Friday Brief by

Adults over 65 in this country outnumber teenagers, and they are living longer. Demand for elderly care is rising exponentially, emphasizing the importance of planning for the possible need for long-term care. Long-term care refers to the medical, personal, and social services that might be required as we age. It includes daily help...

17 Oct 2014

Posted at 14:30h in The Friday Brief by
With all the flashing lights, colorful charts, complicated lingo, computers, algorithms, and statistics associated with the stock and bond markets, it's pretty easy to think of them as logical, efficient, monolithic machines. But nothing could be further from the truth.

10 Oct 2014

Posted at 16:50h in The Friday Brief by

Due to the large number of Baby Boomers in retirement or retiring soon, much is being written on the merits of delaying Social Security from age 62, (Early Age), to 66 (Full Retirement Age) or even waiting until 70 (benefits must begin). Forget the rules of thumb and the pat answers. This is one of those cases where 'one size' absolutely does not fit all. There are simply too many nuances and special considerations unique to each person for general advice to be worthwhile.