Category: Uncategorized

Greetings! I trust that this will find you well and enjoying life. As I grow older I am impressed and sometimes overwhelmed by the fact that we live in the greatest country in the world. Why God chose to place me here is a wonder to me and I can only thank…

Greetings! I trust that this will find you well and enjoying life. A recent study from Marketwatch.com revealed that 80 percent of spouses in the early stages of dementia were still managing the couples’ money. Unfortunately, this means the person who manages the family finances unknowingly may be making serious financial mistakes…

Greetings! I trust that this will find you well and enjoying life. In 2015, retirees will see a 1.7 percent increase in their Social Security benefits, which translates to an average increase of about $20 a month. Based on the current rate of inflation, this is the third year in a…

Greetings! I trust that this will find you well and enjoying life. Many times people don’t think about conducting basic estate planning until they’re in their 50s and 60s, believing that it’s a function for people who are older and/or have sufficient wealth. The reality, however, is that nearly every…

Greetings! I trust that this will find you well and enjoying life. The Social Security Commission estimates that one in four people will live past the age of 90 and one in 10 might live past age 95. If these numbers appear more ambitious than the ones you usually hear, such as…

Greetings! I trust that this will find you well and enjoying life. For years, employers and the government have encouraged people to save money for their retirement income through tax-deferred vehicles such as an IRA or company-sponsored 401(k) plan. In fact, many employers provide an additional incentive by offering to match a…

Greetings! I trust that this will find you well and enjoying life. I believe strongly in a regular program of exercise. The benefits are many and speak for themselves. When I was younger I was a runner, until my body clearly let me know how hard it was on my…

Greetings! I trust that this will find you well and enjoying life. Who takes an emergency cruise? The answer is no one. People book emergency flights all the time — to visit someone ill, attend a funeral, see a new baby or even decide to go on an impromptu vacation. It’s this…

Greetings! I trust that this will find you well and enjoying life. Last week I read an article in the Wall Street Journal that had several great tips on successful investing. It was titled The Three Mistake Investors Make Over and Over Again and the following is I believe worth passing on.…

Greetings! I trust that this will find you well and enjoying life. When we talk about inheritances, generally we think first about assets and real property. However, a recent survey found that 86 percent of baby boomers and 74 percent of Americans 72 and older believe that documenting their family history is…