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Health and Financial Wellness

Your financial plan is about your goals and finances.  But is it also about your health?

In a recent blog post on the Forbes.com website, financial planner, medical professional (and friend of mine), Carolyn McClanahan suggests that your health status may be a crucial input into your overall financial plan.

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The crooks accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.

Aging Dilemma

Should today’s 70-year-old American be considered “old?”  How do you define that term these days?  Statistically, your average 70-year-old has just a 2% chance of dying within a year.  The estimated upper limits of average life expectancy is now 97, and a rapidly growing number of 70-year-olds will live past age 100. 

You’ve read that robots, automation and artificial intelligence are likely to displace millions of workers in the coming ten to 20 years.  So if you or someone you care about wants to stay ahead of that curve, what skills would you need to make you an ideal worker in that automated future?

Who’s On Your Side?

The current bull market in stocks has reached its 8th anniversary today (March 9, 2009 was the official bottom), and for about the last four years, professional investors and financial planners have been scratching their heads.  The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizo

We hear all the time that medical costs are too high in the U.S., and that Medicare is going to go bankrupt in the future.  The President-Elect recently told us in a press conference that drug companies are “getting away with murder.”  So how high are drug prices, and are those prices contributing at all to the high medical costs in the U.S.?

Anybody who was surprised that the Federal Reserve Board decided to raise its benchmark interest rate this week probably wasn’t paying attention.  The U.S.

The Social Security Administration has tightened security in order to prevent hackers and identity thieves. Now, when you log into your Social Security Administration account, you do what you’ve always done: give your user name and password. Then you receive a security code sent by text message, and type in that code to complete your login procedure.

There’s finally an answer to an age-old question: How can you live a longer, more satisfying life? 

The answer: work past the traditional retirement age of 65.  Perhaps WAY past.