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Tag: president of D.

A Mindset Shift

One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety of answers. All too often,

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Parent Caregiving 2.0

Nearly everywhere I turn these days, I run into someone who has either begun to care for their aging parent or are fearful that they

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A Different Kind of Plan

According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of personal care, financial assistance, or

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2012 Wrap Up

In this space last month, we discussed the fiscal cliff. We won’t waste any more ink on that here, at least not for now. This

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