Monthly Archives: December 2022
Retirement Planning Beyond The Honeymoon Phase
Imagine if you interviewed for a job, and the hiring manager told you how much money you would get, showed you all the company swag, and enthused about the Christmas party but didn’t tell you anything about the work you would be doing. This is how retirement planners sometimes behave toward people who are… Read More »
You Can’t Take Your Bitcoins With You When You Die, So Work Them Into Your Estate Plan
Sometimes old age creeps up on you quickly, but other times it jumps out in front of you and startles you. One minute, you were proud of yourself that your straight leg trousers were appropriate for both work and leisure, and then every news headline started saying that you know you’re old if you… Read More »
How To Protect Your Future Self From Financial Abuse
Last month, a court in Fort Pierce sentenced Sherri Lynn Smith, 52, to 51 months in federal prison followed by four years of supervised release after she pleaded guilty to bank fraud and aggravated identity theft. Between 2016 and 2019, Smith worked as a caregiver to an elderly couple in Broward County, and they… Read More »
Planning For Memory Care
Memory impairment, whether due to Alzheimer’s disease or to other causes, is prevalent in older adults. It is painful to watch a family member grow increasingly forgetful, and perhaps have little memory of the experiences you have shared together; it is equally unsettling to imagine yourself in that situation. In fact, confronting the thought… Read More »