Originally published in North Bay Business Journal In the last few months, two of my colleagues’ grandmothers passed away, both past the age of 100. While living such a long life is still an outlier, Americans are, in fact, living longer, despite the COVID-related drop in life expectancy in 2020. Living longer is an inspiring […]
Read More… from Longer Life Expectancy Brings New Planning Considerations
A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]
If you plan to retire in the next 20 years, now is the time to look at your options and start planning so that you can make more informed decisions about your future and meet your long-term goals. A professionally created retirement plan usually includes a review of your estate plan and portfolio investments, tax […]
Read More… from 10 Basic Steps to Start Now for Retirement Planning
Originally published in the North Bay Business Journal Will your nest egg last as long as you will? It’s a challenging question to ponder as we are living longer than ever. Healthy couples who reach age 65 today have a 43 percent chance that one or both will live to celebrate their 95th birthday. Not […]
Read More… from If you Live to 95, Will you Have Enough Money?
The weekend Press Democrat quoted Bruce in an article about retirement, but we feel it didn’t go far enough. Personalized advice from a Certified Financial Planner is very helpful in planning for retirement, but we urge everyone to start the thought process long before earned income stops. If you have planned with care – considered […]
Read More… from How to Retire Doubts: Spend Less, Invest More
How Behavioral Science is Turning Spenders into Savers Jason Zweig has written a really interesting article on why it is so difficult for people to set aside money for the long-term future. Stanford and other university economists, neuroscientists and psychologists are working on innovative ways to address this problem. One fascinating experiment creates an avatar […]
Read More… from Future Shock: Behavioral Science Turns Spenders into Savers
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