Great News! We’re living longer – 11% of healthy 65 year olds are expected to live to 100. However, long-term care costs are the number one reason retirees declare bankruptcy (poor planning can leave the health spouse in shambles). Here are some tips to help avoid some of these perils: Prepare early be getting insured […]
Finances are a big taboo for many families. 40% of retirees report they haven’t discussed any finances with their kids. You can use the Thanksgiving holiday as an opportunity to have a family meeting. Make sure you keep the conservation simple at first. You should discuss legal documents, healthcare protection, income and expenses and your financial […]
We call this process The Journey.