by Eve Kaplan | May 8, 2019 | Estate/Elder Planning, Senior Citizens
By Eve Kaplan, CFP® Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse...
by Eve Kaplan | Nov 30, 2018 | Fee-Only Financial Planning, Senior Citizens, Social Security Benefits
By Eve Kaplan, CFP® Practitioner New data show the powerful positive financial impact of delaying retirement by even just a few months. Postponing retirement even by a month – for some – can equal or exceed the positive impact of saving more each year for 10 years...
by Eve Kaplan | Nov 5, 2018 | Annuities, Investing, Retirement Planning, Senior Citizens
by Eve Kaplan, Certified Financial Planner ™ In my prior article I explained the kinds of annuities that are “bad” or “ugly” for investors: virtually all variable annuities, including indexed annuities (that are misleadingly categorized at a type of fixed annuity). My...
by Eve Kaplan | May 24, 2018 | Fee-Only Financial Planning, Financial Planning, Retirement Planning, Senior Citizens
By Eve Kaplan, Certified Financial Planner ™ Would you like to design your ideal retirement? Where do you begin? First of all, what does retirement mean to you? If you’re in a relationship, does retirement mean the same to you as it does to your partner? Do you know...
by Eve Kaplan | Oct 26, 2016 | Financial Planning, Senior Citizens
By Eve Kaplan, CFP® Professional Brains and wine both improve with age (and any oenophile will tell you, putting the two together — in moderation — can be good for you). When I discuss brain improvement with age, I’m referencing a growing body of...
by Eve Kaplan | Sep 23, 2016 | Financial Planning, Long Term Care, Retirement Planning, Senior Citizens, Social Security Benefits
By Eve Kaplan, CFP® Are you tired of hearing about the pending retirement crisis –because you’ve heard about it so much, it’s boring and you think it doesn’t apply to you? You might be in your 70s or 80s before you realize all that “yadda yadda” about “planning”...
