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Forming client relationships

2016-05-25T22:26:04+00:00

Forming client relationships Avada News   •   June 2, 2016 ALorem ipsum dolor sit amet, consectetur adipiscing elit. In et scelerisque sem. Nunc molestie neque augue, at gravida mi blandit eget. Aenean eu augue id lacus eleifend interdum. Cras sit amet metus sit amet velit lacinia ullamcorper. Nam facilisis [...]

Surprise!

2016-05-23T15:10:46+00:00

A number of readers have expressed that they would like to read an “old fashioned” Update (Ron’s View). To say the least, I was surprised and somewhat flattered. A good friend and highly regarded industry expert summed it up best. “I can read serious industry news 24/7 but what you wrote was unique. You brought [...]

Press Release 05-18-2016

2016-05-17T16:46:25+00:00

HealthView Services 2016 Retirement Health Care Costs Data Report Released   Retirement Health Care Costs for a 65-Year-Old Healthy Couple to Exceed $288,000 Projected 2015-2016 Retirement Health Care Inflation: 7.3% 66-Year-Old Couple Will Require 57% of Social Security Benefits to Cover Health Care Medicare Surcharges to Increasingly Impact Middle Class […]

A Prescription for Saving

2016-04-20T14:53:10+00:00

There has certainly been an onslaught of newsworthy developments over the past few months – the tragic terrorist attack in Brussels, the chaos of the presidential campaigns, the possible dissolution of the European Union amidst the refugee crisis and Britain’s potential exit. Perhaps preoccupation with these incidents sidetracked me from broaching a topic that I’ve [...]

Productive Aging

2016-03-26T19:35:54+00:00

Last month, The Forum at Harvard T.H. Chan’s School of Public Health broached the topic, “The Aging Workforce: Challenges and Benefits for the Public's Health.” During the discussion, panelists spent considerable time on the phrase productive aging, which essentially measures how retired Americans can continue to be socially, economically, and intellectually engaged participants in society. [...]

Better Information on IRRs Needed

2016-03-21T11:40:44+00:00

A couple of people shared the new Government Accountability Office (GAO) Retirement Security report with me earlier this month on Income Replacement Rates (or Ratios), thinking I’d be interested, since we issued our white paper on IRRs last year. The GAO report makes interesting reading, as much for what it says, as what it does [...]

The Cost of Living Longer

2016-02-26T19:06:55+00:00

[vc_row][vc_column width="1/1"][vc_column_text]As regular readers know, I am a proponent of trying to stay healthy – especially as we age. Aside from the obvious benefits, such as avoiding hospital waiting rooms and enjoying better quality of life, being health-conscious is good for our pocketbooks. Fewer visits to the doctor mean lower copays and deductibles.  So theoretically, [...]

First Snow

2016-02-08T12:21:29+00:00

The Boston area had been experiencing an especially mild winter until last Friday’s storm, which dropped around 7 inches of very heavy snow on the North Shore. We ended up losing the only tree in our front yard and another adjacent to the driveway. It’s heartbreaking to think that I planted those trees, while in [...]

Will Running or Walking Make You Live Longer? (Which Will Cost You More?)

2016-02-03T11:18:41+00:00

I recently asked an orthopedist: “What is better for your health, walking or running?” Without any hesitation, he smiled and said, “Running. It’s putting my kids through college.” My wife, Marea, runs three to five miles most days, while I briskly walk 3.5 miles around the neighborhood in slightly less than an hour.  So, “medically [...]

In Golf and Stocks, Anything Can Happen

2016-01-28T10:08:56+00:00

Last weekend, I went on a three-day “golfing vacation” with seven friends and let’s face it, you never know what can happen. Four of us were scheduled to leave on Friday afternoon at 4:40, but we actually took off at around 10:15 in the evening, so we had five mind-numbing hours of male bonding. Not [...]