Posts Tagged "financial"

Financial Planning: Basics for Boomers

Posted by on Sep 8, 2010 in Financial and Tax Matters, Planning | 0 comments

Planning ahead is the key to both personal and financial success in retirement.  Start with a Life Plan that focuses on non-financial goals such as health, lifestyle, and family involvement, without losing sight of the need to save and invest for a secure future. At the age of 89, Dorothy told her children she never wanted to leave her home of fifty-three years.  When she fell and fractured her hip, her adult children wanted to honour her wishes. But when they looked at her finances, they realized she could not go home because she could not afford the cost of in-home care.  It may be too...

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