Author: Julianne F. Andrews, MBA, CFP®, AIF®

Deciding to Age in Place – Or Not

Retirees are individuals, not a homogenized demographic. But there is one issue that galvanizes them. The great majority of retirees, no matter what their age, want to live out their lives in their homes.

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Budgeting For Travel – Now and Later

Whether it’s palm trees, museums or shooting the rapids, travel continues to be a popular pastime for retirees. While the scenery may change from year to year or season to season, one thing never changes: travel can be expensive. Planning ahead and traveling in the off season can save.

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Setting aside funds to cover future health expenses

The old saying used to be that you could only count on two things: death and taxes. Today, we need to amend that include a third constant: the rising cost of healthcare. For some time now, medical costs have increased at a pace that exceeds inflation. No one is predicting a change in that pattern.

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Making Social Security Decisions with Confidence

Deciding when to begin taking Social Security can be confusing and overwhelming especially when you consider that once the decision is made, it can be difficult to change and a 12-month time restriction applies. Determining the optimal time to begin taking benefits depends on several factors, including the amount of benefits available to you and your spouse (if married), life expectancy, the date of your retirement, and the availability of other assets and income sources, such as 401(k)s, individual retirement accounts (IRAs) and retirement savings plans, that can be tapped during non-working years.

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Trump or Clinton?

This year’s election of a new United States president will make history. For the first time, a woman is running for the country’s top job, and her opponent is not a seasoned politician but a businessman. While those circumstances will certainly be heralded and much studied, what does it mean to the savvy investor?

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