70s

Getting Remarried…Plan Ahead!

Our clients get remarried for a variety of reasons. As exciting as this is, it often triggers unique thoughts and questions…will we share our income / expenses equally? I have kids from a previous marriage, and, when I die, I would like my assets to go to them rather than my spouse…is that okay? Do…

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Retirees Have Less Satisfaction in Retirement

I thought this USA Today article was interesting.  It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things.  Money isn’t everything, but retirees with more money reported having more satisfaction in…

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