Retirement Finance Legal

Keeping track of legal documents for your aging parents can feel overwhelming, but the key to reducing stress is knowing what you need, and then, getting started. With the unpredictable and staggering impact of the coronavirus, or COVID-19, it’s important to be able to quickly...

The phrase “planning for your future” means something different to each one of us. For some, retirement planning means saving up for a life of leisure, while for others it may mean diligently saving for potential long-term care costs. No matter what camp you fall under, chances...

From tax considerations and minimum withdrawal requirements to when you actually should retire, there’s no question that retirement planning can be complex. With so much to consider, seemingly small errors can derail years of careful planning and saving. Learn more about five of...

Even the best-laid plans can be upended by dramatic outliers. In fact, Wall Street has a phrase for it. Known as “tail risk,” healthcare costs can derail even the most well-planned financial plan. Learn more about how you can expect the unexpected and better prepare for...

If you’re a caregiver for a parent, spouse or senior loved one, an elder law attorney can help you and your family navigate the legal landscape of aging. Learn more from this list of six things that an elder law attorney can do to help family caregivers. Top 6 Ways an Elder Law...

When Dad and Mom named you health care proxy and your sibling power of attorney, the division of responsibilities and roles seemed wise. What happens, however, when your sibling won’t open the purse strings to pay for the care you think your parents need? Learn more about how to...

Last Updated: June 5, 2019 The abuse and mistreatment of seniors is not just a matter of neglect or violence. Financial abuse is also all too common, and often, caregivers and family members are the culprits. Learn more about the unfortunate epidemic of elder financial abuse....

Last Updated: June 3, 2019 A Place for Mom’s financial expert, Andy Smith, Senior VP of Financial Planning at Financial Engines and host of the call-in radio program, Investing Sense, shares tips about how to protect your elderly parents’ estate and finances. Learn...

Although many Americans are living longer, there is still a significant number of older adults in the United States who haven’t adequately planned for their retirement. A recent American College of Financial Services study found that the majority of seniors are surprisingly...

Do you know the facts about long-term care and costs so you can plan for future needs? Here are seven long-term care myths debunked. 7 Long-Term Care Myths We all hope we’ll remain in good health as we age, but someone turning age 65 today has a 70% chance of needing some type of...