Category Archives: Life Planning

Over 85 Years of age: Women Outnumber Men 4 to 1! Are You Prepared?

The Society of Actuaries published a study (December 2010) The Impact of Retirement Risk on Women. There is much work to be done preparing both men and women who live longer but especially women because of the longer life expectancy. … Continue reading

Posted in General, Life Planning, Retirement Planning, Uncategorized | Leave a comment

Medicare Claims Assistance

I recently attended seminar conducted by a firm that helps Medicare recepients with claims. The fole of a Claims Assistant Professional is: Track all claims Avoid paying more than you owe Handle refunds due Consolidate medical expenses in one place … Continue reading

Posted in General, Life Planning, Long Term Care, Retirement Planning | Leave a comment

Transitioning to the Next Phase of Life

We frequently hear that 60 is the new 40. That may be true but transitioning from a career that spans most of our adult life to something else is a major life change. Our discussions with clients are more about … Continue reading

Posted in Life Planning, Retirement Planning | Tagged , , , | Leave a comment