My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...
Money Manager/Financial Organizer In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York...
Sound fiscal stewardship is key for older investors just as the stakes get highest for their nest egg. THE INTERNET AND mutual funds have given investors knowledge and independence previous generations might never have imagined. But many, perhaps most, continue to...
What is Daily Money Management? Daily Money Management is a relatively new service, which addresses an issue facing many senior citizens: handling paperwork that seems to expand endlessly. Seniors frequently become overwhelmed with the amount of medical statements and...
Addressing Personal, Legal, and Financial Concerns The American Association of Retired Persons (AARP) projects that by 2030, approximately 16% of women will be between 80 and 84 years old and childless (Donald Redfoot, Lynn Feinberg, and Ari Houser, “The Aging of the...
