Aging — The Lifetime Blog — Lifetime Financial - Financial Planning for Nonprofit Professionals

May 18

May 18 Are these the 'good old days?'

I'm getting a lot of 'what do you think about the market right now?' questions from clients, friends, and neighbors. CNN’s ‘fear index’ says we are all in extreme fear. I don’t know about that, but maybe it's time to reflect.

Nov 29

Nov 29 The biggest financial risk for boomers (and why DC and VA are behind)

David Creekmore

Aging, Retirement, Common Questions

You might think the frothy stock market is a risk for current retirees, and you aren’t wrong. What about historically low bond rates? That’s much less of an issue than people think. Long term care insurance, yeah but at least there is Medicaid as a (terrible) last resort. So what is it?

Oct 19

Oct 19 Do you have a SARSA?

David Creekmore

Aging, Retirement, Common Questions

Have you heard of the SARSA? The ‘Super Awesome Retirement Savings Account?’ No, you haven’t because it doesn’t exist. Instead, it’s stupidly called a ‘Healthcare Savings Account’. Do you have one? Are you maxing it out ($3,600 single, $7,200 family) and not spending it? You should.

Oct 7

Oct 7 The big six

David Creekmore

Estate Planning, Aging, Common Questions

Six documents you and your loved ones need to help navigate life as you age. Do you have them all? If you said ‘no,’ you are not alone. The number of Americans with a will continues to decrease and is now well below half, 31% according to one survey, and presumably some of those are outdated. The reasons so few Americans have wills are obvious: it feels complex and expensive (it isn't) and it causes an existential crisis (doesn't have to.)

Lifetime Financial Blog

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