The Final Plan–Thinking About The Unthinkable

Last week, Jeff wrote about two common concerns that retirees have: running out of money and paying for long-term care. As he explained, there are things you can do to alleviate those concerns. And, as we often say, having a plan in place is imperative to a successful retirement. Well, just as it is important […]

Is Your IRA Stretchable?

I had a nice couple, Moe and Deb from Osterville, come to my office a couple of weeks ago for investment advice and estate planning. They had attended an earlier workshop I held, which got them questioning whether they had an adequate estate plan in place.   Their questions concerned their investments, particularly their IRAs. […]