Aging Couple planning for Medicare

Your 2019 Legal Laundry List: Make This the Year You Accomplish These Ten Estate Planning Priorities

Most of us like lists. Some people make To Do lists and follow them scrupulously, while others make lists and then ignore them. Still, whatever kind of list-maker you are, there’s something about seeing those important tasks on paper or your computer or smart phone screen that focuses our thoughts and rearranges our priorities. Being…

“Done Procrastinating” – How the Loss of a Loved One Looks and Feels for Those Left Behind

Here at AgingOptions we like to share articles that tell a familiar tale in an unconventional way. That was our reaction to this touching and poignant article from the Washington Post just last week. At first, we weren’t sure how applicable the message in the column, written by writer Emily Maloney, would be to AgingOptions…

Retirement Risks Can Be Eliminated

Retirees Describe Their Biggest Financial Regrets. Will We Learn from Their Mistakes?

“If I only knew then what I know now!” Many of us have uttered those words time and time again when we reflect on all the things we should have done differently decades ago. Nowhere are those “if only” regrets more acute than in the area of finances, especially when it comes to preparing for…

Keeping the Peace when You’re Resting in Peace: How to Ensure Your Estate Plan Doesn’t Set Off a Family Feud

What’s in your estate plan? At some point as you think ahead about the time after you’re gone, you’ll want to plan carefully how to allocate your assets and possessions to your loved ones. Like most people, you’ve probably envisioned a harmonious future scene in which your family and others closest to you are smiling…

Déjà Vu: Battle over Care of Ailing Comedian Tim Conway Seems Sadly Familiar

He was one of the funniest men on television in his heyday, and his deadpan humor was a staple on the top-rated Carol Burnett Show which premiered on network television in 1967 and ran for 11 seasons. But today, Tim Conway is a sad shell of what he once was. Suffering from dementia, the one-time…

Aretha Franklin

Breaking News: Soul Queen Aretha Franklin Passed Away Without a Will or Trust, According to CNN Report

On August 16, 2018, the world lost a great artist when “Soul Queen” Aretha Franklin passed away at age 76 from pancreatic cancer. For boomers and many others, Franklin was an absolute artistic icon. Since her death in Detroit, praises have been flooding in from around the world, extolling her as an example of true…

Writing a Will, Keeping it Current, and Choosing the Right Executor – Important Steps Too Often Neglected

Everyone knows you need a will, yet even in this so-called enlightened age, a surprising number of Americans have never gotten around to preparing one. According to the LegalZoom website, “Approximately 55 percent of American adults do not have a will or other estate plan in place,” a number that has remained fairly constant for…

Financial Consumers, Beware: “All Financial Advice Comes with Conflicts of Interest” says MarketWatch

When it comes to getting good, unbiased financial advice, do you know where to turn? And are you confident that the fees you’re paying justify the service your financial planner is providing for you? It turns out, based on this recent column we read on MarketWatch, that even savvy investors can find themselves paying exorbitant…

Financial planning can help you build a nest egg.

Court Ruling Casts Doubt on the Future of the “Fiduciary Rule”

The so-called “Fiduciary Rule,” an Obama-administration set of regulations designed to protect retirement savers from potentially unscrupulous financial advisers, may not be exactly dead, but it appears to be on life support. That’s the conclusion we draw from a pair of articles that appeared in the national press in recent days. The first article we…