Fun April 2017 Issue of Kiplinger’s Retirement Report

This is an excellent article about a challenging topic- managing your money in old age. Let’s face it- at times, it can be difficult and overwhelming depending on your circumstances. The article by Eleanor Laise outlines some simple strategies to tackle the problem starting with keeping things simple. Over the years, I’ve seen many folks with not only complex investments, but also investments scattered over long distances and lots of institutions. In the quest for diversification, retirees often end up with frustration and confusion. The author of the article also outlines some key steps for getting help and planning ahead. I think this article is a good conversation starter for families that are beginning to deal with this issue.

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