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Past Issues

Guidelines to Avoid Investment Fraud

This is supposed to be the best time of your life. You’ve made all the right financial moves. You think you’re fiscally fit. And now it’s time to sit back, relax and reap the benefits of a job well done.

Wait. Not so fast. Before you start making any more tweaks to your portfolio to [...]

Long-term Care Insurance: An Essential Component of a Sound Retirement Plan

You’ve been responsible and careful about everything else in your life. You’ve set up an IRA, paid down your mortgage and sheltered your investments. You’re sitting pretty and ready to enjoy the best part of your life – years of pursuing hobbies and interests you never had time for in the 9 to 5 world. [...]

Pro-Tirement

Excerpts from How to Love Your Retirement, 2nd ed., Barbara Waxman, special editor, published by Hundreds of Heads, November 2010

Retirees’ expectations and circumstances are different from previous generations. Retirement does not necessarily mean stopping paid work; it may mean embarking on a new career, shifting work schedules to incorporate more volunteer work or pursuing [...]

Is Timeshare Right for Retirement?

You’ve heard of time-shares and always thought they were a great alternative to paying a lot of money for a hotel room, but you’ve also heard the stories of the ‘hard sell’ when you go to visit, and the pressure the salesman uses to get you to sign up. Fortunately, these are really isolated cases [...]

2009 – My Year In Review

From a stress-filled college reunion and couples dance lessons to a (messy) introduction to grandparenthood, 2009 brought many middle-aged milestones to this baby boomer

By: Kathleen Norton

Ah, another year is about to bite the dust and boy, it’s been a doozy.

The big news was that our family tree sprouted a tiny twig, but [...]