Here are excerpts from the conclusion of USA Today columnist Rodney Brooks’ excellent piece on seven mistakes to avoid in retirement planning. “4. Does your spouse have power of attorney, and are all accounts held jointly? ‘I had a client…
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WHAT AILS RETIREES—THE COST OF HEALTH CARE, PART 2
The conclusion of an April column by USA TODAY’s personal finance editor Rodney Brooks deals with “other alternatives to deal with health care in retirement.” Excerpts from the article: Long-term care insurance “Planners say people also need to consider that…
NOT TO GIVE YOU TOO MUCH GRIEF, BUT . . .
In Part 2 excerpting a first-rate New York Times article by Paul B. Brown, the writer cleverly likens the issue of financial planning to the stages of grief experienced by those who understand they are dying—denial, anger, bargaining, depression and…
Posted in Protect Your Family
GOOD GRIEF! A SOBER TAKE ON RETIREMENT PLANNING
A superb New York Times piece by Paul B. Brown takes its premise from an unlikely source: the late psychiatrist Elisabeth Kübler-Ross, whose famed naming of the five stages of grief—denial, anger, bargaining, depression and acceptance–experienced by dying people has,…
Posted in Protect Your Family
THE TAX DEAL AND YOUR PORTFOLIO, CONCLUSION
The concluding blog excerpted from Christine Benz’s excellent Jan. 3 Improving Your Finances article on Morningstar.com focuses on . . . : Alternative Minimum Tax “What’s Happening: Congress put in place an inflation-adjusted exemption amount for the alternative minimum tax,…