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The Financial Life of a Retiree

Spending patterns from ages 60 to 95 - It's not as much as you think!

Over the last 30 years, I have had the enjoyment and pleasure of watching people Live More as they age into their 90s. For the most part, our clients age gracefully with more wisdom as the...

Employing Target Date Funds

How should you pick funds for your 401(k) and other qualified plans?

Defined contribution plans such as 401(k) and 403 (b) plans are the most popular employer-sponsored retirement plans in the United States. According to recent statistics provided by the U.S....

Fear the Changes

Should We Fear the Quiet?

Fear the Changes

Back in the years when my children were grade school age, the designated play area was the basement of our home. The area was unfinished, and for the kids, a virtual playground. As a parent,...


Is Long-Term Care Insurance really necessary?

The Philadelphia Inquirer recently printed an article on long-term care (LTC) and how the costs can "make or break retirement". The statistics reveal that fewer than eight percent of Americans...

Worry Less, Live More

You deserve to Live Your Vision

Learning to Live More takes discipline. It takes the ability to see the next 10 years of your life clearly, so that we can help you to Live Your Vision. If the doctor said you had 10 years left...

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