Planning matters

Have I done all I can?

Plan for the best, prepare for the worst. In our case, braving the hurricane. Our daughter lives in Texas. Last week, after her summer visit, we watched her head back to Houston on the red eye. It was the day before Hurricane Harvey.

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A Widow.

I don’t even like the term.

I can’t be, can I? I’m too young to be a widow.

It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.

After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?

Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they’ve saved enough, or if they’re spending their nest egg too quickly? One of the key factors in the equation is life expectancy – but how many people know exactly how long they expect to live?

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How Should I Plan for Digital Assets in My Estate?

As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.

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