The relationship between a client and a financial adviser is an important one. In the best of circumstances, your wealth manager or financial planner becomes a trusted counselor, someone who looks out for your best interests and asks you all the right questions. The right financial adviser can play a key role in helping you … Read more

Cognitive decline is a very real part of life for millions of seniors and their families. The Alzheimer’s Association estimates that one-third of seniors will die with some form of dementia, not necessarily as the cause of death, but as a factor that often complicates their lives, and the lives of those they love, in their later … Read more

Lately we’ve shared several articles her on the AgingOptions Blog about estate planning. Last week, for example, we wrote about a caregiver who had changed her aunt’s will, unbeknownst to her cousins. A few weeks before came this article about an estate planning checklist. Then there was the article in early March about why people put off writing a will. … Read more

Apparently, all it took was a two-year pandemic to get U.S. companies to see the light concerning the benefits of phased retirement. That’s a plan we’ve written about many times here on the AgingOptions Blog under which aging workers get to ease gradually into retirement, reducing work hours but keeping some pay and benefits.  Now … Read more

It has been a while since we’ve addressed the topic of reverse mortgages here on the AgingOptions blog, so when we came across this recent Kiplinger article on the subject, we figured it was worth a look. In the story, reporter Alina Tugend explains some of the basics of reverse mortgages and also shares how a growing number of … Read more

It has been called “the last acceptable bias” – not because it’s okay, but because it’s so common. We’re talking about age discrimination, also referred to as ageism. Who hasn’t heard (or repeated) jokes about feeble and forgetful seniors? Yet when otherwise qualified workers are denied the opportunity to work simply because of their age, … Read more

Here at the AgingOptions blog, we’re a bit cautious about sharing the words of financial advice columnists. Too often these so-called journalists have a product or service to sell, and they’ve paid for the privilege of inserting an opinion piece under the guise of “financial news.” But this particular advice column from MarketWatch raised a legal and family … Read more

For some people on the brink of retirement, the future looks secure. That’s because they’re convinced that they’ve done a good job planning and preparing for that day when the retirement they’ve dreamed about will finally begin. But sadly, those dreams could go up in smoke for retirees who fail to plan for the biggest … Read more

Virtual reality is all the rage these days. Thanks to rapid improvements in digital technology, the clunky VR toys of yesterday have now become sophisticated tools that companies are putting to use in a variety of ways. Most of us may still think of virtual reality as a popular element in video game design, but … Read more

The COVID pandemic in the U.S. has just passed its two-year milestone, and there are signs in most American communities that normalcy – or something like it – is slowly returning. Mask mandates are being lifted, concerts are being held once again, and crowds seem to be returning to clubs and restaurants. While health experts … Read more