Retirement
26 May 2017 Navigating Changing Jobs and Careers, While Staying on Course with Financial Planning
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Employment changes will happen to every one of us and more than once in our lifetimes. Working for one employer or keeping one career is not viable any more. The era of lifelong employment with just one employer is long gone....
10 May 2017 Doing the Flip: Saver to Retirement Spender
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One of the biggest transitions in life is to go from worker to retiree, or from saver to spender (call it decumulation or spend downer if you like). Today I’m addressing an issue faced by those who have managed to save through most or all...
04 May 2017 Helping Incapacitated Loved Ones
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Recently, I’ve been helping two relatives since I’m the family member closest to them with both financial skills and healthcare experience (retired hospital administrator married to a retired nurse). Both relatives exhibit signs of incapacity with diminished functioning on some level. So now I must...
14 Mar 2017 Time to Give It Away
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Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...
27 Feb 2017 Loving Your Elderly Parents
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We recently interviewed Mr. Farr on our YouTube video series, Swim with Jim, where he told us about adult children who love their parents and want the best for them, coming to see him for advice and counsel. These elderly parents may not have planned...
21 Dec 2016 Reverse Mortgage Line of Credit Could Fund Long-Term Care
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There’s a 70% chance that people over 65 will need some kind of long-term care, including services such as home care, assisted living and skilled nursing, according to government statistics....
09 Dec 2016 Live with MainStreet – Ep. 7 End of Year Planning
Starting 2017 On The Right Financial Foot
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