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.


Monthly Social Security Benefit Increase for 2017 and Medicare Part B is going up.

By Kirk Larson Social Security Western Washington Public Affairs Specialist   Monthly Social Security and Supplemental Security Income (SSI) benefits will increase 0.3 percent in 2017.  The 0.3 percent cost-of-living adjustment (COLA) will begin with benefits payable to more than 60 million Social Security beneficiaries in January 2017. Increased payments to more than 8 million […]

Six Things Couples Should Discuss when Planning for Retirement

Here at AgingOptions we are firm believers in the power of communication when it comes to planning for retirement. Sadly, it has been our observation that too many couples avoid the topic entirely, or else they talk about it in broad, general “wish list” terms, never really getting serious about some of the critical details. […]

Here are Three Things You Need to Know if You’re Turning 70 in 2017

Is 2017 the year you turn 70? If so, congratulations – 70 years old marks a major milestone in life. As someone hitting the big 7-oh, you’re among the leading edge of baby boomers who have lived seven decades and are still going strong.  But whether you’re retired or not, your upcoming 70th birthday could […]

Monthly Social Security Benefit Increase for 2017 and Medicare Part B is going up.

By Kirk Larson Social Security Western Washington Public Affairs Specialist Monthly Social Security and Supplemental Security Income (SSI) benefits will increase 0.3 percent in 2017.  The 0.3 percent cost-of-living adjustment (COLA) will begin with benefits payable to more than 60 million Social Security beneficiaries in January 2017. Increased payments to more than 8 million SSI […]

Retirement Experts Say, Don’t Just Stay “Busy” – Look For Fulfillment

If you’re still working full time, you might find yourself experiencing a touch of envy when you get together with retired friends. They always seem so relaxed and happy, while you’re still spending 40-50 hours a week with your nose to the workplace grindstone. Your friends will also probably tell you how “busy” they are […]

This “Misunderstood” Financial Tool 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 […]

Fewer and fewer Americans are Seeing Retirement Dreams Come True

A few weeks ago USA Today published an article that was a real eye-opener for those of us in the retirement field. The title spoke volumes. “Easy retirement?” it read. “Only for the privileged few.” No matter whether you’re retired or just beginning to plan, we suggest you click here to read this important analysis. […]

Retirement Expert Warns that Facebook Might Ruin Your Retirement!

Could Facebook and other popular forms of social media actually ruin your retirement? It’s possible – and it’s something online seniors increasingly have to guard against. That’s the fascinating conclusion from this very recent article in USA Today. If you’re a fan of social media – and odds are you are, since two-thirds of American […]

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 new study we recently read about on the financial website of Time magazine. You can click here to read this important article […]

Social Security Benefits based on Deceased Spouse

 Dear Rajiv,  My question on the radio concerned when a relative, age 63, still working, whose wife passed away four years ago, could collect one-half of his deceased wife’s social security. He plans on working until age 70 or so, and will want to collect his larger social security benefit at that time.  Please advise […]
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