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Traditional Estate Planning Advice Leaves Key Questions Unanswered  

Here at the Blog, we see a great number of articles week in and week out concerning estate planning. Getting our estate planning done properly is an essential component of LifePlanning, which is Rajiv’s term describing his holistic approach to retirement preparedness. But what does “proper” estate planning look like? And why does traditional advice … Read more

This Couple Had the Ideal Retirement Plan-Until Dementia Struck

Sometimes here on the Blog, an article truly stops us in our tracks. That was our reaction this week when we read this extremely poignant column in the Wall Steet Journal. It tells the tale of a couple, Glenn and Karen Ruffenach, who had all their retirement plans in place – until Karen’s Alzheimer’s disease diagnosis intervened.  Glenn Ruffenach is no stranger to … Read more

Planning to Retire and Move Closer to Your Kids? Better Think Twice

It’s no accident that, for many seniors, “retirement” and “relocation” often go hand in hand. As the old cliché has it, retirement is typically thought of as a time to be footloose and fancy free. In other words, it’s that time when you can finally live however and wherever you please.  (Moving in retirement is a frequent topic here on the Blog. For more … Read more

What if the “Great Wealth Transfer” Won’t Be So Great After All?  

For years now, we’ve all heard about what’s often called “the great wealth transfer.” It’s a combination of demographics and economics. As the baby boom generation passes from the scene in the next decade or three, all the accumulated wealth which this huge population cohort has amassed from a booming stock market, a soaring housing market, and the digital revolution will be passed inevitably … Read more

Defining Different Types of “Wealth” Can Lead to a Happier Life 

Are you a wealthy person? Most of us will answer that question based on our own assessment of our finances. For the majority of us, the definition of “wealth” equals one thing: money.  But that definition may be far too narrow, and discovering the different types of “wealth” might help us all live happier and more fulfilling lives. We encountered that … Read more

As You Age, Would You Trust a Personal Robot to be Your Caregiver? 

Isn’t it ironic how yesterday’s science fiction becomes today’s “science fact”? Technology we once dismissed as too outlandish to be real is now commonplace, from personal computers to the smartphone to driverless cars to artificial intelligence. The lesson seems to be, don’t be too hasty in dismissing notions that might seem far-fetched.  Enter the robot … Read more

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