Tag Archives: financial adviser

Retirement

Posted on July 28, 2025 by msw blog

I will turn 65 in a few months and have announced my plans to retire. I have a long list of things I want to do, and after 50 years of employment and saving, I am well situated for these … Continue reading →

Posted in Reflections | Tagged adjustment, budget, discretionary time, dreams, financial adviser, freedom, friendship, opportunities, party, physical health, reality, retirement, saving, transition | 4 Comments

Concerned for the Future

Posted on April 30, 2025 by msw blog

This is regarding “Concerned for the Future”, the mother concerned for the financial well-being of her mentally and physically disabled son after her death. There are now federal accounts available, similar to 529 plans, for such individuals. An ABLE plan … Continue reading →

Posted in Reflections | Tagged Achieving Better Life Experience, benefits, death, disabled, estate lawyer, expenses, financial adviser, financial well-being, Future, independence, Supplemental Security Income, support, trust, what would you do? | Leave a comment

Tag Archives: financial adviser

Retirement

Concerned for the Future

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