A Season of Transformation
Autumn is a season of transformation. Traditionally, it’s the first day when the air is crisp, when deciduous trees put on a show -- with...
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Carroll Golden
Sep 29, 20222 min read
I Expect to Retire When I Am
A report by the Employee Benefits Research Institute, based on the survey of 37,000 people aged 50 and older conducted by the Institute...
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Carroll Golden
Aug 31, 20222 min read
My Life is On Hold!
Not forever, just for the next few months. My daughter, a young adult, had extensive foot surgery. We were not prepared for what...
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Carroll Golden
Aug 19, 20222 min read
Retirement Can Be a Risky Business
A recent paper from The Center for Retirement Research at Boston College called out risks that people likely will encounter as they...
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Carroll Golden
Aug 11, 20221 min read
Rule Expands Rollover Protections
While aspects of the rule were already in effect, on July 1st, regulations from the U.S. Department of Labor that expand liability for...
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Carroll Golden
Aug 8, 20222 min read
Seeking Investment Protection
Growth Preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey shows total U.S. annuity sales grew 22 percent to reach...
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Carroll Golden
Jul 27, 20221 min read
Envisioning the Future
Fidelity's most recent Couples & Money Study found that 48% of couples disagree on the age they plan to retire, and that 2 of the most...
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Carroll Golden
Jul 18, 20222 min read
What's In A Name?
We all want to enjoy a long life and we want to do it in a familiar setting-the one we call home. Continuing Care Retirement Communities...
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Carroll Golden
Jul 18, 20222 min read
Sibling Rivalry
Arranging care or providing care for a parent is the ideal environment to start off infighting among family members. It can blow up...
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Carroll Golden
Jun 23, 20221 min read
It's Only Possible to Live Happily Ever After
According to Margaret Bonnano, It's only possible to live happily ever after on a day-to-day basis. Margaret Bonnano — best known for...
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Carroll Golden
May 30, 20221 min read
Home Has Become Crowded
More and more, home is seen as part of the continuum of care as many of the nation’s 72 million baby boomers intend to age in place. That...
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Carroll Golden
May 23, 20222 min read
Dealing with Increasing Care Costs
Creating a financially stable plan for extended or long-term care needs means understanding the associated costs for care. Everyone,...
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Carroll Golden
May 10, 20222 min read
Medicare Costs & Retirement
When considering planning for individual or family income needs during retirement, the cost of Medicare may not be top of mind. However,...
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Carroll Golden
May 2, 20222 min read
Longevity Creates Retirement Challenges
Today’s advisors need to include a discussion about the costs associated with living longer in retirement. For many people, that will...
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Carroll Golden
Apr 18, 20222 min read
It’s Springtime! What Can You Grow?
It's Spring! A time when many of us consider growth-not just of gardens and flowers but also growth for securing our future. According to...
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Carroll Golden
Apr 11, 20222 min read
Cash Flow Concerns
The smallest deed is better than the grandest intention. When we are thrown into a situation, without some preparation, we may overreact...
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Carroll Golden
Apr 5, 20222 min read
Twenty Years From Now
“Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do” wrote H. Jackson Brown, Jr....
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Carroll Golden
Mar 28, 20222 min read
Joy
As we live our lives, we make many choices. Some are driven by family upbringing and generational events, others come from what we learn...
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Carroll Golden
Mar 21, 20222 min read
A Woman Caught in the Sandwich Generation
To quote George Elliot, “What do we live for, if not to make life less difficult for each other?” The basic drive to nurture manifests in...
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Carroll Golden
Mar 14, 20222 min read
Finding Peace With a Plan
Peace may be defined by your state of mind, your state of being, or by the state of global affairs. Globally, we now are experiencing the...
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