Leaving a Legacy No Matter How Much Money You Have

Leaving a legacy — sounds like something only wealthy people can do, right? Like making a giant bequest to a university or passing on a significant estate to your children. Actually, though, a new Bank of America Merrill Lynch/Age Wave survey and the n… Continue reading

How to Turn Your Parents’ Stuff Into Something Cool

When Next Avenue published Richard Eisenberg’s viral story, “Sorry, Nobody Wants Your Parent’s Stuff,”  the site received a mountain of responses mirroring the thought. Some, however, found themselves caught between the need to clear out their late par… Continue reading

Finding Passion and Purpose Through Work

As a child, I adored Valentine’s Day. I loved the chocolate hearts my mom slipped under my pillow, the handmade card from my grandmother and the pink-frosted cupcakes we shared at school. But by the time I hit high school, the only thing that counted a… Continue reading

How to Avoid Becoming a ‘Bored Boomer’ in Retirement

(This article previously appeared on the Make Aging Work site.) A Certified Financial Planner friend of mine shared a story over breakfast recently. One of his long-standing clients — let’s call him Jack —  who had fully retired six months earlier, cal… Continue reading

Best Travel Tips and Vacation Spots for 2019

The Polar Vortex this week was good for one thing: giving many of us incentive to ponder where we’d like to vacation to get away from the big chill. Soon! After spending two days at The New York Times Travel Show in New York City recently, I have some … Continue reading

8 Things to Know Before Buying a Retirement Condo

When Marsh Williams and his wife, Carol, of Columbus, Ohio, wanted to buy a low-maintenance home in 2013, they knew a condominium would let them travel without fretting about forgoing necessary yard work or exterior upkeep. The couple, both then 61, th… Continue reading

My Second Act: From Corporate PR to Tennis Coach

A high school tennis player had concern on her face during a changeover. “I feel really uncomfortable coach, totally off my game,” she said. “There’s no pace on her shots and I’m hitting everything out.” The junior I was coaching was down three games t… Continue reading

Should You Get One of the New Reverse Mortgages?

The reverse mortgage market has been in a state of flux ever since the U.S. government in 2017 reduced the amount borrowers age 62 and older can draw from their home equity for its Home Equity Conversion Mortgage (HECM) and raised that loan’s premiums…. Continue reading