Financial Planning Does Not End at Retirement

With the new year, I’ve entered my 36th year in the financial services industry. Just writing this fact feels strange. I’ve never characterized myself as a veteran of the industry, feeling instead that I’ve just hit my stride. The years however tell me differently and it’s easy to understand how senior professionals can feel marginalized. … Continue reading Financial Planning Does Not End at Retirement

In France, Postal workers deliver more than Christmas Cards.

French postal workers will be delivering more than Christmas packages and greeting cards this holiday season. A service that began in France in 2017 called Veiller Sur Mes Parents (“Watch Over My Parents”) employs the country's postal service workers to check on their older customers and report their well-being to family members. A month of … Continue reading In France, Postal workers deliver more than Christmas Cards.

Casey Kasem children settle their wrongful death case against his wife

Kerri, Julie and Mike Kasem have asked a judge to dismiss their wrongful death lawsuit against their stepmother, Jean Kasem, 64, as part of a settlement after a four-year legal feud. While these cases make the headlines due to the celebrity status of the parties and the amount of money involved, dramas like this for … Continue reading Casey Kasem children settle their wrongful death case against his wife

Should families be concerned with inherited wealth?

A recent article written by Joe Pinkster for the online magazine, The Atlantic, discusses the issue of inheritance, and specifically whether there exists a magic number that represents an inheritance that is too large[1]. This question has become relevant for many reasons, one being that some wealthy parents are concerned that after a certain point, … Continue reading Should families be concerned with inherited wealth?

Former rugby star accuses brother of mismanaging family trust

In yet another case of family member trustees gone wrong, Former St George Illawarra Dragons star Mark Gasnier has accused his brother of taking funds from a family trust as part of a long-running dispute. Mark Gasnier and his brother Dean, are co-trustees of a family trust apparently established by their parents. According to the … Continue reading Former rugby star accuses brother of mismanaging family trust

Comatose transplant patient kept alive allegedly to benefit hospital’s survival rate.

The U.S. Centers for Medicare and Medicaid Services is investigating a New Jersey hospital after an investigative article from ProPublica, an independent, non-profit newsroom that produces investigative journalism in the public interest, published an article on October 9, 2019 in which several of the hospital's Transplant team discussed keeping a comatose transplant patient alive "because … Continue reading Comatose transplant patient kept alive allegedly to benefit hospital’s survival rate.

Who is watching over the nursing home managing Mom’s Social Security?

According to the U.S. Government Accountability Office, nearly a million individuals relied on organizational payees to manage their Social Security benefits in 2018. Due to an aging population, more beneficiaries may need organizational payees in the future. These beneficiaries are among the most vulnerable because, in addition to being deemed incapable of managing their own … Continue reading Who is watching over the nursing home managing Mom’s Social Security?