Modern senior centers offer far more than bingo. Learn how recently retired adults can benefit from fitness, social connection, education, and community involvement at their local senior center.
Sandwich generation financial planning involves balancing kids, aging parents, and your own future. Learn how wealth priorities shift in midlife.
Learn how to make the most of your existing financial resources to support the next stage of life. This presentation explores the financial realities of aging when hiring in-home care, moving into assisted living, or buying into a continuing care retirement community (CCRC).
Many of the people we work with don’t consider themselves “behind” financially. They earn strong incomes.They save consistently.They manage their own investments. And yet, there’s
Do Roth IRAs make sense from a tax perspective? The first question may not be whether it’s “right” for you, but whether you’re eligible to even open one at all. That’s where Roth Conversions come into play.
Discover how living a satisfying retirement is worth more than secured finances.
One of the most common questions for anyone planning for retirement is: “What’s the best age to start Social Security?” Read how the program works, how it’s changed, and what to consider.
Lately, I’ve had a number of clients and prospects ask how to pay for college. Not in the future – but RIGHT NOW. They’re past
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.
Have you seen a Roth option available in your 401(k)? Read on to help determine if it’s the right option for you.
We can get tunnel vision when it comes to following “Rules of Thumb.” I dare you to push back when it comes to maxing out 529 Plans and 401(k)s.
News Years Resolutions – In bite size pieces Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what
While success can be defined in a multitude of ways, most boil down to one simple desire – financial freedom. So what happens when a
Whenever I discuss elder care I can count on being asked one question… “What if I run out of money?” Long-term elder care solutions come
Fantasizing that the money will somehow appear isn’t helpful. Here’s what is.
Maybe you have an idea of when you’d like to buy your first home or retire from the workforce. But just how realistic are your
The idea of retirement conjures different lifestyle images and meanings for any given person. While some are counting down the minutes to completing their final
“The person you named 10 years ago to be your power of attorney isn’t necessarily the correct fit for today and could be the wrong
Powwow, LLC was interviewed by CBS MoneyWatch to discuss how home equity can be utilized for retirement. In my years of planning I’ve typically seen
… Even from hundreds of miles away! Most of us want to have a role in caretaking our aging loved ones, but many of us
“A recent Merrill Lynch Age Wave survey showed 37% of people over 50 believe they may need long-term care during their lifetime, but the reality
Successful planning boils down to two key factors: Working with accurate information Managing behavior It probably comes at no surprise that financial planners mostly struggle
I’m thrilled to share an article highlighting the reasons for my commitment to help seniors and their family. “As a caregiver for her ailing father,
