Financial Advisor:  “Many Americans cite leading a stress-free life and having “peace of mind” as their personal definition of wealth. That doesn’t sound too money-centric on the face of it—until you consider that money, or specifically the lack of it, is a major source of stress. Americans don’t like to admit that assets can buy happiness — just 11 percent of those surveyed for the second annual Modern Wealth Index from Charles Schwab chose “having lots of money” as their definition of wealth.“

Deborah Jacobs.com:  “If you spent most of your adult life budgeting around a steady paycheck, a departure from the workforce, by choice or circumstance, poses a new challenge: What funds will you use to meet expenses? The answer, which might vary from one year to the next, will inevitably affect your tax bill. And that, in turn, could drastically impact your standard of living. Tax planning, which is always a concern, becomes even more important during the years between active employment and retirement. Depending on when you leave your job, that could take a decade or longer. Which assets you draw down first and how you coordinate the various moving parts will determine how much you have to live on each year and what goes to Uncle Sam.”

WealthManagement.com:  “We all remember the lyrics from that famous tune: “First comes love, then comes marriage, then comes baby in the baby carriage.” While these words may be music to the ears of a young couple, clients who are considering getting married later in life have many issues to think about prior to tying the knot. In fact, many years ago, as a young elder law attorney (not an oxymoron) one of my first cases involved representing a man who was in a nursing home and had become “friends” with a woman across the hall. One thing led to another and the next thing you know, he was inquiring as to what the legal consequences would be if he married his new friend. That’s how I got into this area of law that’s now called “elder law.”