Big Changes in Social Security Headed Your Way
by Eve Kaplan, CFP(R) There are big changes in Social Security benefits headed your way. Congress surprised the financial advisory community in November 2015 by killing off two Social Security...
View ArticleManaging Your Financial Life Well: Things to Do and Things to Avoid
by Eve Kaplan, CFP(R) Professional It’s easy to feel overwhelmed by all the things you need to do to manage your life well – be it exercise, meditation, diet or making smart financial decisions. When...
View ArticleWhat To Do About Aging Parents: A 15 Pt Check-List
By Eve Kaplan, CFP® Professional A hundred years ago people in the US were extremely old if they lived past 65. What a difference living in 2016 makes! Reaching age 65 now represents just the 2/3...
View ArticleHow to Navigate the Pending Retirement Crisis
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...
View ArticleWhich is Best: Lump Sum or Pension Annuity?
by Eve Kaplan, Certified Financial Planner(TM) Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say $300,000), but...
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