Late in life job loss can be devastating on many fronts. One area we haven’t discussed before is a different use of an annuity you purchased, originally intending to turn on the income stream upon retirement or leave the funds to beneficiaries. Because different annuities offer different benefits, some provide the ability for growth of […]
Planning for the challenges of aging is one of those situations we are probably inclined not to want to think about, either for ourselves or our extended family. The term “diminished financial capacity” is often bandied about as we age and describes a decline in a person’s ability to manage money and financial assets to
Challenges of Aging Read More »
Losing a job is never easy, but when it happens later in life, the challenges can feel even more daunting. Many people in their fifties are juggling significant financial responsibilities, such as mortgages, supporting children through college, or assisting aging relatives. When people are laid off, it can be difficult to find a new job
Late-Career Job Losses Are Affecting Retirement in America Read More »
We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities. We have probably all received the very real-looking – but fraudulent – emails that seem to come from PayPal, Amazon, Best Buy, and McAfee, which ask for us to contact them or to