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The Reverse Mortgage Has Won New Respect, says Wall St. Journal

What a difference a few years makes! “A decade ago, most financial advisers would roll their eyes at the mention of reverse mortgages,” writes the venerable Wall Street Journal. However, new safeguards and changes to laws governing these financial instruments “have led many advisers and researchers to change their minds about reverse mortgages.” We recently … Read more

Casey Kasem Family Controversy Prompts Preventive Legislation

His case dominated the entertainment headlines in mid-2014. The legendary Casey Kasem, whose rock and roll radio career spanned nearly six decades, was dying – but a feud between his children and their step-mother over Kasem’s condition and whereabouts, and a complete ban on the children’s access to their dad, would spill over into the … Read more

Don’t Become a Victim of Elder Financial Abuse

We have worked with thousands of clients to help them develop a personalized retirement plan that protects their assets as they age. But even the best plan can be jeopardized if a retiree falls victim to financial abuse and fraud. Sadly this type of rip-off happens all too frequently – and often secretly. We recently … Read more

Don’t Let “Shiny Things” Reroute Your Retirement!

We ran across a wonderful – and convicting – article on the financial website MarketWatch. It contains an admonition many of us need to hear, especially in our Western consumer-driven society. It also reflects a warning we’ve repeated over and over to our clients preparing for their retirement years. The title of the article is … Read more

AARP Report: Prescription Drug Prices Doubled Over 7 Years!

A recent study by the AARP reveals sobering statistics about the cost of prescription drugs. It shows a trend that we think every senior needs to take into account as they plan for retirement. The news: between 2006 and 2013, the average retail price for prescription drugs most commonly used by seniors – including brand … Read more

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