When you reach a certain age - and it appears I’ve reached it - you watch your friends age with you to various degrees. Some age remarkably well, while others
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The more people I speak to, the more people I find who don’t fully understand the concept of independent living. Considering how much independent living
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As America’s population ages, we’ll likely see more articles about aging in place. Aging in place should be viewed as a dynamic concept, potentially entailing
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Cognitive loss in seniors is a very sensitive topic. Not only is it sensitive to discuss with a senior, but it’s even more sensitive for seniors to discuss
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I’m diligent about reading credit card bills. Once per month, I’ll review the statement and confirm the charges. While checking credit card bills seems obvious
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Stephen Kreider Yoder and his wife, Karen Kreider Yoder, write a very enlightening column for the Wall Street Journal titled Retirement Rookies. On a recent
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While the names of only a few movies make a lasting impression, The Bucket List has enjoyed a long run. The film (2007) was about two men (Morgan Freeman and
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The AARP Bulletin recently included an article on Super Agers. By definition, a “super ager is someone over 80 with an exceptional memory – one at least as good
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It’s a fair question, so we’ll both ask and answer it. While we believe we add value to our clients in excess of managing their portfolios, it’s not always
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Go back even one generation and you’ll find that retirement was fairly well defined. After working for perhaps 40 or so years, retirees could look forward to an
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There’s an old Yiddish expression that rings true far too often in life: “Man plans, and God laughs.” The obvious meaning is that we all try to plan how our
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When you’re in the business of financial planning, certainty is rarely an outcome. If someone were to retire with $10 million in investable assets, for example
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