SMARTMOVERS = Connecting “Dots”

Hey… if you’ve arrived here chances are you were hangin’ out with us at the SMARTMOVERS launch event this past Friday the 13th (Yea… “scary”!).  Good guys like Pat Cashman, Martin and Monte from Sozo Wine, Rajiv, Chef Gabe and Jerry Kingen, owner of Salty’s, all pulled together to make for good food, good wine, […]

Approaching Your Aging Parents 101

What can you give an aging parent who has everything this Holiday Season? Try the “gift of paying attention”. At no cost to you, this simple and invaluable gift can bring much peace and joy to entire families. As your parents age it is inevitable that we’ll see changes in their health, their ability to […]

Alternatives to AARP

This past Saturday on the AgingOptions Radio Show a listener by the name of Tricia called in to inquire as to whether there might be some good alernatives to the AARP (American Association of Retired Persons)… similar organizations that could offer the same benefits associated with AARP’s vast membership “clout” in  procuring savings on things […]

Why Do Individuals Retire When They Do…

… And What Does It Mean For Their Retirement Security? Prudential Financial sponsored research by the University of Missouri to identify the key factors that impact when individuals choose to retire. This research identified several factors that make individuals more likely to retire in any given year, including strong equity markets performance, the retirement status […]

Road Map to a Housing Rebound

Yes, as we all know… just as with politics, and Tip O’neil’s famous mantra, “All politics is local”… so, with real estate, “All real estate is local”. Having said that, this article in US News and World Report is instructive in that it lays out 5 general factors that we can, and should, pay attention […]

Got a “Seniorville”?… I Wanna Know About It

Last Sunday’s Seattle Times Real Estate Section put a spotlight on the area of Riverside Drive / Bothell, a fine berg just north of Seattle,  touting it’s attraction as a “Seniorville”.  This put me in mind of an important concept that I counsel Boomers and Beyonders on when the issue on the table is… “Where’s […]

401(k) and IRA Changes Coming in 2012

Workers will be eligible to contribute an extra $500 to their 401(k)s next year, the Internal Revenue Service announced this week. Employees with higher incomes will also be eligible to get a tax break for saving in a traditional IRA, contribute to a Roth IRA, and qualify for the saver’s credit. Here’s a look at […]

Medicare cuts payment rates for Home Health Services.

Medicare will cut payment rates to home health agencies by 2.3 percent in 2012 — the sixth consecutive annual decrease in fees to the industry. The decision, which will lop off an estimated $430 million from the program next year, follows concerns by a congressional advisory panel that the agencies are overpaid.

How to Calculate Your Retirement Number

It’s difficult to determine exactly how much money is enough to retire comfortably. Households earning $50,000 or more will need about 80 percent of their pre-retirement earnings to maintain their current standard of living in retirement, according to a new Center for Retirement Research at Boston College report.

Aging In Place: Stuck Without Options

Only a small percentage of Americans move after they reach retirement age, according to demographic researchers, meaning most will “age in place” in neighborhoods where daily activities require frequent car trips. With rising life expectancies, America’s largest generation will also be the oldest ever. Inevitably, aging experts note, a large share will find that their […]