The Snowball Effect – Finances & Aging

As we age our cognitive ability to manage regular tasks, such as IRA distributions, tax preparation and account reconciliation diminish.  

The Work of Retirement

For many, the days of retirement represent freedom from “work” – meaning, the chores of managing home and paperwork.  Yet, the moving parts of household management, personal finances and healthcare actually multiply as we all age.  The activities end up taking up more of our time and representing large stress triggers.  Counterproductive to a relaxingContinue reading “The Work of Retirement”