Retirement

Events, Retirement The truth is… you can go home again. And I can’t wait! As a graduate of Kenwood High School (Class of ’81) and Essex Community College, I am excited to be coming home to not only reconnect with old friends and visit with my family, but to also share my story... Read More

Huffington Post, Retirement Can You Be More with Less We live in a materialistic society, and we are constantly bombarded with messages telling us that we need the latest new thing – bigger, better, faster, and more luxurious. We want to keep up with the changing times, so... Read More

Huffington Post, Retirement Think Small and Dwell Down for Retirement Your house is growing. From 1978 to 2013, the average single family home grew from 1,780 to 2,660 square feet. This means more house to heat and cool, more space to clean and maintain, and more room for more... Read More

Significant Changes Planning for Retirement

Retirement New Rules Make Significant Changes that Will Affect Millions Planning for Retirement On April 6, 2016, the US Department of Labor issued new regulations for financial advisers and brokers that require them to act in the best interest of their clients when it comes to retirement and 401(K) accounts. Under new... Read More

Huffington Post, Retirement Do Lucky Broads Like Betty White Retire? Before I answer that question with an obvious answer, I want to share my thoughts after traveling around the country this past year. I’ve been meeting with many seniors who, when it comes to retirement, generally feel more confident... Read More