Retirement

I’ve been well aware of the significant financial advantages of waiting to start my Social Security benefits until age 70, having written and researched about the transition into retirement for the past twenty years. But until my wife and I were actually approaching our retirement years, this awareness was just in my head—I didn’t have

My colleague and friend, Michele Holleran, PhD, recently posted her predictions for the future of senior living in an industry trade publication. Michele has a 35-year career working with senior living communities and their leadership in many different capacities, including as a strategic planning consultant and as an executive leadership coach. She is uniquely qualified

Many of us want to stay in our house for as long as we possibly can. But this may not be what we should do. Aging in place is defined as living in your own home safely, independently, and comfortably for as long as you can. We may want to stay in our own homes

You’ve no doubt heard that the Medicare Advantage Open Enrollment Period started January 1. Also going on right now is the General Enrollment Period (GEP). It is not as well known but it is very important for those who do not have complete Medicare coverage. These questions address the important points. What is the General

“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a recent interview about his new book, Building A StoryBrand 2.0. That’s it. That’s how financial planning—or perhaps more accurately, financial planners—have got the story all wrong. And regardless of the type of business that you’re