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Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

... living expenses or to meet large, sometimes unexpected expenses. But it is those periodic withdrawals that can decimate your portfolio. Think of these withdrawals as “losses” in your portfolio. But unlike ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... advisor, they were able to come up with a plan to supplement her father's income and move him from his home to an assisted living facility. "It was not an easy subject to talk about, and there were plenty ...

Rule of Thumb

Created on Thursday, 05 May 2011. Posted in main/blog

... the withdrawal amount in year 1 ($4,000) you can increase the withdrawal by inflation to keep up with the cost of living. So if inflation in year 1 is 5% you can increase the withdrawal to $4,200 ($4,000 ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... involves not just the client but his or her spouse and their adult children. Of course, chronic disease impacts those under age 65 as well. Martin Shenkman, CPA, JD points out, 60% of those living with ...

Senior Housing

Created on Tuesday, 18 January 2011. Posted in main/blog

When shopping for an assisted living facility, families often focus on the initial cost of the stay. For example, the monthly cost of a semi-private room in assisted living facilities is, on average, $3,300. ...