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How Medical Expenses Impact Retirement

When planning retirement expenses, couples need to take an honest look at their expected health expenses during their later years. Even if one person is healthy and the other has chronic illnesses, the costs will impact both. Just because one…

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Advance Planning for Diminished Capacity

The good news is that we are living longer. However, many of us will experience a time at some point in our lives, when we are not able to take care of ourselves. We think of this more as a…

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Can a Non-Citizen Spouse Have an Estate Plan?

Basic estate planning is an important thing for any family to have in place, at any stage of life. However, there are some complications that accompany estate planning, when a spouse is not an American citizen.’s recent article, “Not…

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Wealthy Kids Unappreciative? You’re Not Alone!

In 2007, the Boston College Center on Wealth and Philanthropy embarked on a four-year study to take a look at the lives of wealthy people and how being affluent has impacted their lives, and those of their children, as reported…

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What Should Never, Ever Be in Your Wallet

We’ve all done it—reached into our handbag or into a pocket for a wallet that isn’t there. Was it stolen, did we leave it on a checkout counter or in a taxi? Did a pickpocket get it? What’s in your…

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