Archive: Uncategorized
To retire is to enter the unknown. Rick Fine has demystified one aspect of retirement: Medicare. As the director of financial planning for an advisory and investment firm, he has put together a list of what he sees as the five biggest mistakes new retirees make. I encourage you to read Fine’s well-written and detailed…
This blog post reports on the results of a survey that asked participants whether or not they have a will and why. Next week’s post will present the results of an experiment, for those without a will, to determine whether combining will-writing with the mortgage process – NOT a really good idea – would encourag…
