seniors: The Boomer Bust-Here we are in the baby boom cosmos. What have we wrought? - 11/30/13 01:04 AM
Article in the 11/30 Wall Street Journal.  An essay taken from a soon to be released book by P.J. O'Rourke.

seniors: Senior villages help people stay independent - 03/29/13 02:11 AM
San Francisco Chronicle article

seniors: A New Senior Moment - 03/29/13 02:07 AM
From 3/29/13 Wall Street Journal

seniors: Repairing a neglected nest egg - 04/14/11 05:28 AM
Interesting article to share with Seniors and others concerned about retirement

seniors: Using Reverse Mortgages in Long Term Care Planning - 04/07/11 06:15 AM
I wear several hats.  One of them is a SRES Realtor (in fact I teach the course), one as a Certified Financial Planner (CFP), one in the Senior Market, and one specializing in Long Term Care (LTC) and Long Term Care insurance (LTCI).  I make the distinction because they are different.
I belong to the Corporation for Long Term Care (CLTC) which is primarily for CFPs that sell LTCI, and they just did a webinar for members entitled "Using Reverse Mortgages in Long-Term Care Plans."  It is a great presentation with some new ideas.  After watching it, I realize that this … (1 comments)

seniors: Fed's Low Interest Rates Crack Retirees' Nest Eggs . WSJ article - 04/04/11 04:11 AM
It is scary to think that some Seniors will have to trade their Golden Years for the Golden Arches

seniors: Top 100 Senior & Boomer Blogs & Websites - 03/24/11 04:44 AM
good reference info

seniors: WSJ article: 'The Talk' With Mom and Dad - 02/23/11 03:06 AM
Important article that deals with one of life's transitions.

seniors: In 2011 The Baby Boomers Start To Turn 65: 16 Statistics About The Coming Retirement Crisis That Will Drop Your Jaw - 02/08/11 04:30 AM
This article is a wakeup call.

seniors: From Diapers to 'Depends': Marketers Discreetly Retool for Aging Boomers - 02/05/11 03:19 AM
Wall Street Journal article, Sat. 2/5/11

seniors: The Reverse Mortgage Gets a Makeover-WSJ article - 01/08/11 04:49 AM
from Sat/ 1/8/11 Wall Street Journal

seniors: Sandwich Generation Struggles Financially... - 12/09/10 04:43 AM
Baby boomers often find themselves caring for their aging parents while also supporting their children- a responsibility that is hitting the Sandwich Generation hard financially.  A study conducted earlier this year by reverse mortgage retailer Generation Mortgage Company and polling firm Zogby International found that 64 percent of those supporting parents and children describe their financial situation as negative.  Additional findings that shed light on the financial situation of these boomers include:
· 23 percent of those polled have lost a job recently, and an additional 24 percent have taken a cut in pay or benefits
· 17 percent have failed … (2 comments)

seniors: How Health Care Refore Affects Seniors - 11/19/10 08:36 AM
created by the Society of Certified Senior Advisors

seniors: Retirement of the Future - 09/22/10 04:59 AM
Great article on retirement, the Boomers, and housing.

seniors: Article that focuses on local agency that helps seniors - 08/13/10 04:13 AM
OnLok Lifeways is a local agency that helps seniors.  The article gives the details, but I'm finding that this resource is under the radar in our area and people not only don't take advantage of them, but don't even know about them.  If you are working with Seniors and are local in the Bay area, please check them out.
My June monthly seminar was a tour of their facility. 
Program gives South Bay seniors an alternative to nursing homes

seniors: Should I Stay or Should I Go? Factors Real Estate Investors, Developers and Planners Should Consider in Anticipating the Future Housing Choices of Older Boomers - 08/10/10 04:33 AM

seniors: Some thoughts while shaving.... - 08/08/10 10:36 AM
Taken from the August 2010 issue of Journal of Financial Planning.
42...Percentage of large employers that have 401(k) plans with automatic enrollment; 28% have an automatic escalation feature  (AARP)
$111.5 trillion...Global wealth at the end of 2009, up 11.5% from year-end 2008 & nearly back to its peak level at year-end 2007 of $111.6 trillion.  (Boston Consulting Group)
<1...Percentage of worldwide households with $1 million or more in wealth.  This equates to 11.2 million households, 4.7 million of which are located in the U.S.  (Boston Consulting Group)
55...Percentage of consumers who express confidence that the economy has started to recover, although … (0 comments)

seniors: Wall Street Journal article: Scientists Seek to Tabulate Mysteries of the Aged - 07/24/10 03:05 AM

seniors: Article in WSJ: Beyond Estate Planning: Bankers Tackle Elder Care - 06/26/10 04:21 AM
Beyond Estate Planning: Bankers Tackle Elder Care

seniors: SRES has revised it's website, check it out! - 06/21/10 05:56 AM