Lifelong Learning

“You can’t teach an old dog new tricks.” That isn’t true about dogs and it certainly doesn’t apply to people. We can continue learning throughout our lives. The good news (and the bad) is that our brains, like our muscles, run on a use-it-or-lose-it basis. One way to keep the brain in shape is to attend some of the Osher Lifelong Learning Institute

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Pain

The pain started in my back. I just woke up one morning, started to get out of bed, and screamed. Over the next few days the discomfort moved down through my hip and into my leg. After a week it had gotten so bad I could hardly walk. I, of course, was trying to tough it out. While trying to put on a brave face, I wondered privately what horrible, d

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Pass to America

Summer’s here! A lot of us will be making shorter trips while watching dollars. The National Park Service offers a great value for US citizens over 62: America the Beautiful – The National Parks and Federal Recreational Lands Senior Pass. We’ll just call it the Senior Pass. For a onetime fee of $10, you get a lifetime pass good for entrance into an

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Exercise and Aging

“Of course you hurt yourself. At your age, you need to work up to strenuous exercise. Take things more gradually until you are in shape.” That’s how my doctor put it when I went to see him about a muscle strain last spring. I had injured myself gardening. Let me repeat that: I had injured myself gardening. Gardening. I had failed to prepare myself

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Grieving Loss

In the past few weeks, this author has received many comments referencing the column on grief. Whether it is for the death of a friend or the loss of a job, job security or retirement savings, grieving loss is a necessary part of life. With that in mind, we take the liberty of re-sharing this column from 2007. “It seems like every day I learn of so

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Plowing Through the Paper Piles

In our house, tax time means sorting through paperwork. There are boxes and boxes of records. This year I realized that some of the stuff goes way back into the last century -- time to cull the herd. Keeping everything isn’t unique to me. When a neighbor of mine passed, they found boxes of canceled checks dating back to 1939, all neatly organized.

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The Politics of Retirement

Recently, I met with a 65 year old client. Three years ago he retired, his future made secure by the pension he had earned in 35 years of labor. Then the company went bankrupt and he was left scrambling for ways survive without the money promised all his working life. Increasingly, people who planned well, saved prudently, worked hard and loyally p

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Parenting, Special Needs and Aging in Place

One of my clients is an adult with special needs. He is the beneficiary of a 60 year old trust created to provide for his care. Thanks to some very farsighted parents he has been able to grow older in a stable, safe, familiar and secure environment. There is a great deal of talk about the graying of the Baby Boomers. Less is said or written about t

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Retirement Strategies

“With my family’s history, I expect to be dead in 5 years.” We were talking about retirement strategies. That statement summed up his. Dying isn’t a retirement strategy. What if we don’t die? What then? A retirement strategy needs to be long term and it needs to be sustainable. Back in the 1960’s, working with a really sharp financial planner the s

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