What’s your t-score? Bone density scans for osteoporosis

2023-11-10T17:31:37-08:00November 1st, 2023|Categories: Aging, Amazing Articles, Health, Retirement, Tips, What's New|Tags: , , |

While we tend to associate broken bones with younger children roughhousing on the playground, as we age, our bones can become more brittle. Gradual bone loss with aging may also lead to osteoporosis, a disease

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Seniors can reduce their tax burden by donating to charity through their IRA

2023-06-09T06:19:47-08:00November 9th, 2022|Categories: Amazing Articles, Financial Planning, Retirement|

IRS Tax Tip 2022-171, November 8, 2022 In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution

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November Letter from the CEO

2022-10-07T19:30:37-08:00November 10th, 2018|Categories: Financial Planning, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , |

Most of us handle the routine aspects of financial planning and the recurring payments of bills pretty well. What tends to get us in a tizzy is when we are confronted with unexpected – and

September Letter from the CEO

2022-10-07T19:30:38-08:00September 25th, 2018|Categories: Aging, Letters from the CEO, Retirement|Tags: , , , , , , , , , , , , , , , , , |

Quite by chance, I participated recently in a lively discussion about life after retirement, and more specifically, to working after retirement.  It probably will not surprise you that baby boomers see working after retirement as