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Holiday Visit with Aging Parents Can Reveal Underlying Health Issues

This week on the Blog, we’re shining the spotlight on the holiday season – specifically the family gatherings that the next few weeks will likely bring. No matter how frequently you and your aging loved ones see each other during the year, there’s something about getting together with family during this festive but stressful season … Read more

Rajiv Nagaich: Safety, Happiness, and a Clash of Planning Perspectives

Editor’s note: Rajiv Nagaich is known throughout the nation as a tireless advocate for a unique perspective on long-term care planning. In over two decades of practice, Rajiv has noted with dismay how frequently the passionate desire of seniors to grow old in the familiar surroundings of home are overruled by well-meaning family members and … Read more

10 Early Warning Signs of Dementia You Shouldn’t Ignore 

With more than 6 ½ million Americas suffering with Alzheimer’s disease, and an untold number dealing with other, less common forms of dementia, knowing the potential warning signs is important to every family and every caregiver. This is particularly true as we approach this year’s holiday season when families will gather, some for the first … Read more

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

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