As more Boomers reach retirement age every day, they are realizing that they're "not in Kansas anymore." When Dorothy awoke in a place totally unlike where she had left, she realized that there were big changes ahead. The same can be said for the Boomers: as much as they seem to think that they have…
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Life After Work
I recently took a week to spend in Tennessee at my home there: it's about the only place I find that I can really get my brain to slow down. As I talked about last month, we lost a dear friend recently so it was a time of reflection and remembering. While sitting on my…
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Remodel Or Move?
WITH THE STABLE ECONOMY AND low interest rates this is a question on many minds of many. There are pros and cons to both- and here are a few to think about as you consider your next steps. First and foremost, know that moving is hard work and can be costly. Begin by asking yourself:…
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How Do You Define “Financial Responsibility?”
After doing this for more than 3 decades, I've had the pleasure of meeting thousands of wonderful people that span 2, 3 and 4 generations of the same family. Many times, the issues of "intergenerational planning" come up: the act of financial planning that spans multi-generations in the same family. You'd be surprised (or maybe…
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