AgingOptions Life Plan: Finance

“Will I have enough assets in order to not run out of money before I run out of life?” is top of mind for all of us in the final third of our lives.

In answering this, preservation, positioning and passing of accumulated wealth goes beyond traditional estate planning. It calls for all affected family members to be

participants in a model that integrates health, housing and elder law considerations.


5 Warning Signs Your Financial Advisor Might Not Be On Your Side

Here at AgingOptions we frequently get asked the question, “Who is the best financial advisor for me” What people really seem to be asking is, “Where can I get advice I can trust, without falling prey to someone’s hidden agenda” In these days of market turbulence and increasing fiscal confusion, people are desperate for good,

Is This Lump-Sum Offer from Social Security a Scam? You Decide.

Here’s a new wrinkle many may not have heard about until now Apparently officials from the Social Security Administration are calling people who are delaying benefits until age 70, offering them a cash incentive if they’ll file for benefits early Does that sound like a scam to you It does to a lot of people, and it did

CBS: Reverse Mortgage is the “Rodney Dangerfield of Retirement”

We loved the question asked by this article that appeared a short while back on the website of CBS News The article begins, “Aging boomers probably remember Rodney Dangerfield as the comedian who lamented, ‘I don’t get no respect’”  Then CBS asks, “Are reverse mortgages the modern equivalent in the retirement planning world”  In other

Should You Delay Retirement? Here Are 5 Good Reasons to Say “Yes”

When should you retire If you ask ten seniors that question you’re likely to get at least ten different answers – maybe more Deciding when to hang up the tool belt or the briefcase is one of the most individual, personal decisions we’ll ever make We can’t count the times when a guest at a

Financial Abuse of Elders Growing More Common, More Costly

Elder financial abuse is even more widespread and more costly than experts had believed – and the incidence of abuse appears to be rising fast That’s the conclusion from a surprising and disturbing study we read about late last year on the financial website of Time magazine You can click here to read this important

You’re Not Ready to Retire Until You’ve Answered This Key Question

So you think you’re ready for retirement You have your financial plan in place and you’re pretty certain you know what you need to know about Medicare and Social Security That’s a good start, but it’s not enough This recent article on the financial website Kiplinger tells us that no one is really ready to

More U.S. Seniors Working Today Than Any Time Since JFK Was President

You’re 65 or older and still going to work every day Congratulations – you’re part of a growing club According to this article just published in USA Today, more Americans in your age group are working today than at any time since John F Kennedy was President more than 55 years ago  As USA Today

People Think They Know about Retirement Finances – but Do They?

How knowledgeable are you about retirement-related finances Odds are you aren’t as well-informed as you think That’s the message in this recent article from Time Magazine’s “Money” website Written by retirement expert Walter Updegrave, the article suggests that even people who think they know their stuff when it comes to money questions in retirement don’t

Observing Memorial Day by Honoring and Helping Our Service Members

By Kirk Larson, Social Security Washington State Public Affairs Specialist On Memorial Day, we honor the soldiers and service members who have given their lives for our nation Social Security respects the heroism and courage of our military service members, and we remember those who have given their lives in defense of freedom Part of

Reverse Mortgages: the “Misunderstood” Financial Tool That Could Rescue Your Retirement

There’s a crisis looming in America when it comes to retirement No doubt you’ve read the articles and heard the news stories about this oncoming tidal wave of challenges for retirees, especially aging boomers We’ve written about this issue several times on the AgingOptions Blog As baby boomers retire – now at the rate of
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