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A Story of Two Snakes

Someone sees a snake in the room. They turn to others and say “don’t worry it won’t bite you”.  This is called denial. Another says there is no snake in the room, when in fact there is. This is called delusion. I use this illustration all the time to help people...

So Many Questions

Can you answer all of these for yourself, your spouse, your parent, your aging loved one? How many bank accounts, brokerage accounts, stocks, bonds, IRAs, 401(k), Life Insurance policies, annuities pensions and other financial instruments or products are there? Can...

Being Alone

What are the consequences and difficulties of “Being Alone”.  First a few stats. About 1 in every person over 50 lives alone with no spouse, partner or living children. (U.S. Census)24% of persons age 71 and older, live alone.8.3% of all Baby Boomers feel alone.Social...