Retirement

Preparing for Retirement After a Divorce

2017-03-15T20:02:56-04:00

Men and women nearing retirement who have gone through a divorce are less likely to feel financially prepared than married couples. Women are most likely to feel financially unprepared than men and this is for good reason: According to a recent ING U.S. study, divorced women have, on average, $34,000 less in total retirement savings [...]

Preparing for Retirement After a Divorce2017-03-15T20:02:56-04:00

Diminished Capacity and the Fiduciary Standard

2017-01-06T14:16:21-04:00

Sometimes inaction is the right action (the fiduciary standard) when faced with an elderly prospect that presents signs of diminished capacity. A few weeks ago, I took a call from my favorite CPA alliance that wanted to send over one of their “long time clients”.  Normally, I am very pleased with these types of calls [...]

Diminished Capacity and the Fiduciary Standard2017-01-06T14:16:21-04:00