Category Archives for Retirement Planning

Disaster-Proof Your Retirement with Harry Margolis

Too often, retirement plans fail due to a lack of coordination between financial and estate planning, as well as the failure to involve care managers. While we’re healthy and cognitively intact, we can continue to work, travel, care for grandchildren (if we’re so lucky), and go up and down stairs. Almost no financial and estate planning is necessary as long as we stay healthy. But the moment we or a spouse becomes disabled, most plans (or lack of plans) fall apart.

If you haven’t already done so, age 75 is a good time to ask and answer the following questions:

  • Where do you want to live when you need help from others? Being close to children (assuming you have a good relationship) will make life a lot easier for all concerned. Make sure you can live on one floor.
  • Who will step in to take over your finances when you can no longer handle them yourself? A revocable trust is the ideal mechanism for managing financial matters.
  • Who will make health care and life decisions for you when you can’t make them for yourself? You need a health care proxy, but you also need to talk with your agent about your wishes.
  • Do you care if all your resources are spent down on your care? At age 75, it’s probably too late to buy long-term care insurance, but it can be a good time for Medicaid planning.

All the details of our upcoming call are below:

Date: Tuesday, January 26, 2021

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 7 AM Hawaiian)

Topic: Disaster-Proof Your Retirement

Speaker: Harry Margolis, estate planning and elder law attorney and author who is a passionate advocate for seniors and for individuals with special needs and their families.

About Harry Margolis

Harry S. Margolis has been representing seniors, individuals with special needs, and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. Since then, he and the firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.

Harry served as editor of The ElderLaw Report, a monthly newsletter for attorneys for three decades. His leadership in the field has been recognized by his peers in his selection as a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a “Super Lawyer” since 2005 and in different years recognized as one of the top 100 attorneys in New England. In 2015, Best Lawyers named him Best Lawyer in America in the practice of Elder Law and Trust and Estates., and he is the only elder law attorney to receive these honors.

He strongly believes that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience, and an ability to listen. Most recently he began answering consumer questions online at www.askharry.info. He is also the author of Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning.

When not working, Harry resides in Brookline with his wife, college-age twins (when they’re home), and a dog of uncertain breed. He loves biking and traveling, both in the U.S. and abroad.

Listen to the replay here.

How to Make Your Older Years the Best Time of Your Life with Mark and Lucy Rose Fischer

Picture the freedom to do whatever you want to do. Plus, you have the largest resources of your life to accomplish them – more money and time, your experience, skills, and knowledge. Does this type of retirement excite you, but you’re not sure how to create it for yourself? Are you asking: When can I cut back on work? Will my money last? What can I do to stay healthy? What will I do with my time?

In this program, you’ll discover the opportunities and challenges of this time of life, with insights and information on transitioning into retirement, as well as Lucy’s ALIVE model to help you live more creatively.

All the details of our upcoming call are below:

Date: Tuesday, June 23, 2020

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 6 AM Hawaiian)

Topic: How to Make Your Older Years the Best Time of Your Life

Speakers: Husband and wife team, Mark Fischer, CFP, MBA, Ph.D., author, and Lucy Rose Fischer, Ph.D., gerontologist and award-winning author and artist

About Marc Fischer

Mark S. Fischer, CFP, MBA, PhD, is a retirement coach and the author of Serious About Retiring (2019). Mark had a twenty-year career as a scientist and a thirty-year career as a financial planner. He biked the entire length of the Mississippi in his 60s and started playing cello at age 73.

About Lucy Rose Fischer

Lucy Rose Fischer, PhD, is an award-winning author, artist, and social scientist. She has published six books. Her most recent books are: The Journalist (August 2020), Grow Old With Me (2019), and I’m New at Being Old (2010). She is featured on the Twin Cities Public Television program, Life Changing Art.

Listen to the replay here.

Don’t Retire, REWIRE! with Jeri Sedlar

Retirement used to mean the end of work, a secure self- identity, a life of leisure and the inevitable onset of old age. Retirement expert, Jeri Sedlar will present a new retirement model – rewirement – and discuss the 5 step rewiring process from her highly acclaimed book, Don’t Retire, REWIRE! Working with pre- and post-retirees, Sedlar discovered the pain, pleasure, pitfalls, and possibilities associated with planning and living in retirement, plus the lifelines needed for continuous engagement throughout life.

In this program, you’ll discover:

  • How to identify your drivers or personal motivators and how they impact your future
  • The dynamics of creating a rewired life portfolio
  • The health benefits of rewiring

Date: Tuesday, May 28, 2019

Time: 12:00 noon Eastern (9:00 am Pacific, 10 AM Mountain, 11 am Central, and 6 AM Hawaiian)

Cost: Free of charge

About Jeri Sedlar

Jeri Sedlar is an internationally recognized author, speaker, and lecturer on the topic of retirement. She is the co-author of the highly acclaimed book, DON’T RETIRE, REWIRE! 5 Steps To Fulfilling Work That Fuels Your Passion, Suits Your Personality and Fills Your Pocket and ON TARGET: Enhance Your Life and Ensure Your Success.

For more than 20 years, Jeri has been actively researching individuals and organizations on the pleasure, pain, and possibilities associated with an aging society. Her findings led to the creation of the five-step Rewiring© process, which focuses on finding new purpose, new passions, new play and new work possibilities that promote healthy, fun and fulfilling futures.

Her belief is that life planning done in conjunction with financial planning allows individuals to leverage their personal and professional assets to the fullest. She has emerged as one of the country’s leading thought – leaders on “the new way to do retirement,” or as she calls it rewirement©.

Jeri has served as Senior Advisor to The Conference Board on the Mature Workforce, and as a Judge for the AARP Best Employers Award for Workers 50+. She was a Delegate to the White House Conference on Aging and is currently on the AARP Executive Council of New York.

Her passion is the non-profit sector and its related challenges, and she serves on many boards. A graduate of Michigan State, she resides in New York City with her husband.

Click here to listen to the replay.

The Jolt Phenomenon with Mark Miller

Jolts can derail us — or they can propel us into reclaiming and remaking our lives. They prompt us to ask questions about our values and purpose. Psychologists have been studying this phenomenon for some time; one research team at the University of North Carolina Charlotte back in the mid-1990s named the phenomenon “post-traumatic growth” (PTG). Since then, PTG has emerged as an important field of study for psychologists and social scientists.

Jolt explores a range of PTG experiences – -the death of a child, life-threatening illness, plane crashes, terror attacks, natural disasters – and also a wide range of growth responses.

In this program, you will discover:

  • What is the process of change that trauma survivors experience as they grow?
  • What does the process of change look like from the inside for jolt survivors?
  • What is the role of spirituality and faith? Who is most likely to experience growth after trauma – and who is not?
  • And, what is the meaning of these stories of trauma and growth for the rest of us?

About Mark Miller

For more than a decade, Mark Miller has researched and written about what motivates people to reinvent their lives. He is a nationally recognized expert on retirement and aging; he writes a column for Reuters, and contributes to The New York Times and other national news outlets.

Mark is the author of Jolt: Stories of Trauma and Transformation, which tells the stories of people transformed by growth following trauma, and the new paths that they pursue.

Some are on missions to help others or to make things right in the world, while others embark on new careers. Some people simply find that their relationships grow deeper, or seek a stronger spiritual dimension in their lives.

The Reinvention of Retirement with Connie Zweig

Crossing the threshold into late life can feel like a high-wire act without a net. But, if you are retiring or rewiring, ill or caregiving, feeling purposeful or disoriented, yearning to serve or do spiritual practice, you can learn to cross over from denial to awareness, from distraction to presence, from role to soul.

How do we explore who we are beyond work? How do we uncover the unconscious material that erupts around losing our roles, losing our loved ones, losing control of our bodies, losing our faith? And how do we overcome the denial, resistance, and distraction that arises with these changes?

If you want to move past denial, fear, and resistance to discover your dreams and opportunities for this stage of life, join us to redefine “age” and to help you re-imagine and reinvent it for yourself.

In this program, you will discover:

  • Retirement as Rorshach Test
  • Hearing the call
  • Denying the call — What stops us from stopping?
  • Heeding the call — Who am I now?
  • Liminal space
  • Release of the Doer
  • Role of shadow-work
  • Role of spiritual work: meditation and ritual
  • Shift from hero to elder
  • Crossing the threshold from role to soul

About Connie Zweig

Connie Zweig recently retired after 30 years as a therapist. She is co-author of bestsellers, Meeting the Shadow and Romancing the Shadow, author of Meeting the Shadow of Spirituality and A Moth to the Flame: The Life Story of Rumi (a novel). She is a certified Sage-ing Leader and is currently writing The Reinvention of Age. She is blogging excerpts on Medium.

Listen to the replay here.

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