Retirement in Sight

Monthly News and Information for Current and Future Retirees Presented by Klein Wealth Management – September 2019 QUOTE OF THE MONTH “The more we do, the more we can do; the more busy we are, the more leisure we have.” William Hazlitt SUNNIER PROSPECTS FOR WORKING AS A SENIOR In recent years, a steady stream […]

The A, B, C, & D of Medicare

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. PARTS A & B: ORIGINAL MEDICARE There are two components. Part A is hospital insurance. It provides coverage for […]

When Alzheimer’s Disease Is Diagnosed

Part of a series on how to care for your aging parents. Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s disease can be that stunning. If your parent is diagnosed with Alzheimer’s, how can you help them as they strive to make the most of the years ahead? An Alzheimer’s […]

Weekly Economic Update

In this week’s recap: stocks fall after a Federal Reserve rate cut, new tariffs are planned for Chinese goods, and payrolls see triple-digit monthly growth. QUOTE OF THE WEEK “Learning does not consist only of knowing what we must or we can do, but also of knowing what we could do and perhaps should not […]

Retiring Single

Monthly News and Information for Current and Future RetireesPresented by Klein Wealth Management – September 2019 About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report, which also found that 22% of Americans aged 65-74 live alone. You will want to replace your income; you will […]

Quarterly Economic Update

In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute. A review of Q2 2019, Presented by Klein Wealth Management THE QUARTER IN BRIEF The S&P 500 certainly rollercoastered during the second quarter of 2019, but it also […]