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Why More Women Need to Take a Seat at the Money Table—and How Men Can Help

By National News
June 18, 2021
The role of women in the management of family finances has had a dismal record in past decades. Traditionally, men have taken the lead in earning and spending ...
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Featured Lifestyle Money Retirement

Climate change is impacting retirement plans. How older Americans are adapting

By National News
June 11, 2021
The threat of climate change is shifting some older Americans’ retirement plans. Extreme weather such as hurricanes, flooding, freezing temperatures and wildfires has prompted some to rethink where ...
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Featured Lifestyle Retirement

What is an Early Retirement Age?

By National News
April 23, 2021
According to the Social Security Administration, the traditional retirement age is 65. It begs the question: what is an early retirement age? Retiring a few years early might ...
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Featured Income Lifestyle Retirement

Women lag behind men in saving for retirement. The Covid pandemic has made it worse

By National News
March 5, 2021
When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets ...
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Featured Income Lifestyle Retirement

Mastering The Last Five Years Before Retirement

By National News
August 12, 2020
For many people, retirement has always seemed like a far-off goal. With the Coronavirus lockdown, I’ve seen an uptick in people getting more serious about setting a retirement ...
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Featured Lifestyle Money Retirement

I’m a financial planner, and my wealthiest clients have the same 3 habits

By National News
June 29, 2020
I’ve been advising wealthy clients for nearly 15 years, and I’m often asked for the secret sauce, or the commonalities that I see in my wealthiest financial planning ...
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Featured Lifestyle

Medical Update: MMR vaccine could offer protection against COVID-19

By National News
June 19, 2020
Live attenuated vaccines seemingly have some nonspecific benefits as well as immunity to the target pathogen. A clinical trial with MMR in high-risk populations may provide a low-risk-high-reward ...
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Featured Lifestyle Retirement

Retirement plan: the 4 factors to focus on beyond your finances

By National News
November 12, 2019
When it comes to retirement planning, our thoughts usually jump straight to finances. Do I have enough saved in my 401k? How will I manage healthcare costs? When should I ...
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Featured Lifestyle Retirement

The New Realities Of Work And Retirement

By National News
October 2, 2019
Bob Orozco barks out instructions like a drill sergeant. The 40 or so older adults in this class follow his lead, stretching and bending and marching in place. ...
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Featured Lifestyle

50 Best Places to Retire in the U.S.

By National News
August 30, 2019
Thinking about moving in retirement? You’re not alone. About two-thirds of retirees plan to relocate or already have, according to a survey by Merrill Lynch and Age Wave, a ...
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