COGNITIVE DECLINE AND RETIREMENT

COGNITIVE DECLINE AND RETIREMENT

“As boomers enter retirement, their health, life expectancy and lifestyle are taking center stage for their planning teams. Simultaneously, cognitive decline is becoming one of the most pressing challenges faced by families,” write Renee Kwok and Daniel Kern in a...
REMINDERS ON RMDs

REMINDERS ON RMDs

It’s been a while since we ran a piece on RMDs, so here are excerpts from an unusually informative one from thinkadvisor.com headlined Advanced Retirement Planning: Avoiding the Post 70 ½ RMDs. “Planning to begin retirement account required minimum distributions...
THE ELDERLY AS SCAM TARGETS

THE ELDERLY AS SCAM TARGETS

The problem is even worse than you might have imagined. As Ashlee Kieler writes in an important piece that we read on consumerist.com, “despite regulators’ attempts to take [fraudsters who prey on the elderly] out of commission, one in five older Americans report...