I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: 1. Have Open and Honest Conversations with Spouse/Partner About Your Retirement Journey Having an honest conversation withRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: For nearly 40 years, I’ve been providing financial guidance and advisory services to individuals, couples, multi-generational familiesRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: I have been dealing with the topic of the transition to retirement for the past 25 years.Read More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: The use of beneficiary designations is one issue that is not well understood and can lead toRead More…
Did you know it’s divorce season? In the Business Insider article, “January Is ‘Divorce Month,’” Emmie Martin writes about how to deal with divorce. Here’s an excerpt of commentary I provide in the article:Read More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: As we enter the holiday season, we grandparents find ourselves wondering what to get theRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Understanding Your Assets First, I suggest setting up the withdrawals to coincide with the timing of whenRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Unfortunately, men and women rarely ask themselves two essential divorce questions as they begin the process orRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: One of the most difficult and emotional times in our lives is making the transition to retirement.Read More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Have you retired or are about to retire? Here are a few things to remember as youRead More…