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piggy bank exploding

What’s Making Boomers Go Broke: The Surprise Expenses Costing Them A Fortune

Feeling poorer?  There’s  reason for that. Baby boomers can’t get a break.  During their critical pre-retirement years, they’ve been hit hard by the technology bust, the real estate meltdown, the financial crisis, and the deepest recession since the 1930s. And to make it worse, while their real income has barely budged over the past twenty […]

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caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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health_costs

Quote of the Week: Health Care Costs in Retirement

A 65-year-old couple who retired in 2011 can expect to spend an average of $230,000 on health care services not covered by Medicare, not including any additional expenses for nursing home care, during their retirement. Fidelity Benefits Consulting, March 31, 2011

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