| Weekly Insight

Weekly Insight: FAQs about Long-Term Care

It’s been a while since I have written about everybody’s least favorite topic…long-term care (LTC). My last article on the topic, “Is Long-Term Care Insurance for You?” was written for another popular blog called Sightings after 60. My feelings about the topic and viable solutions haven’t changed much since that…

| Weekly Insight

Weekly Insight: 2nd Quarter Commentary & Outlook

If this market were a song, it would be The Whispers’ 1980 hit, “And the Beat Goes On.” We have recorded positive returns again in the second quarter as global markets continue to advance. Globally, economic growth (GDP) has accelerated to over 3.25% in the past year according to the…

| Weekly Insight

Weekly Insight: Financial Literacy of Retirees

It goes without saying that retirees and pre-retirees need a basic level of financial literacy. Retirees who manage their own money need substantially more financial knowledge than those who are working with a competent and trustworthy financial advisor. Nevertheless, it is easy to overestimate people’s knowledge of financial matters. That…

| Weekly Insight

Weekly Insight: ROTH vs. Traditional IRA

I must be living in a bubble. I thought everyone had a least one IRA or qualified retirement account. Most people I meet have more than one, yet it turns out that only 53% of households with people age 55 and older have a retirement account such as a 401(k)…

| Weekly Insight

Weekly Insight: Amazon vs. Walmart

The biggest news of the past week was Amazon’s announcement that it is buying Whole Foods. What’s the big deal? This is just a run of the mill merger in dollar terms at $13.7 billion. In fact, it ranks as only the fourth largest merger in the history of the…

| Weekly Insight

Weekly Insight: Retiring Abroad

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation…permanently? Retiring abroad…

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