Retirement as a process, not a goal

Retirement as a process, not a goal

It’s still January, which means I’m still thinking about goals and planning for the new year. Invariably, so are many of my clients, as they try to project what the year ahead will look like. So it was in this spirit that I read the results of the 2014...

Now’s the time to think about a better Medicare plan

We just got through the Annual Enrollment Period for Medicare Advantage and Prescription Drug plans. You may have through you were finished for the year, and if you’re happy with your plan, then you don’t need to think about your health plan again until October. But...

The “rules” for college interviewing

I have been a college interviewer for twenty-two years. In that time, we have gone from calling candidates on the phone and carbonless paper forms in triplicate to emailing or even texting candidates and conducting all interviews via Skype. The college admissions...

Planning for ACA 2015 Open Enrollment

I don’t know about you, but I feel like we are still recovering from the first round of Obamacare enrollment that happened last year. That said, time has flown by, and here we are again, nearly at the start of ACA 2015 Open Enrollment. If you get your health...

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