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Basic Estate Planning

With Steven Malach, Partner and Attorney, Lipson|Neilson

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Steve Malach, Partner and Attorney at Lipson|Neilson, discusses the specifics of wills, trusts, medical and financial power of attorney, guardianships and conservatorships, and the unavoidable...

What Is Retirement?

With Dr. Morley Glicken, Executive Director of The Institute for Personal Growth

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Are you ready for retirement, and have you planned accordingly? The importance of financial and mental preparedness before retirement is crucial, according to Dr. Morley Glicken, the Executive...
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Retirement Planning from a Place of Sufficiency
Laurie Blume
/ Categories: Financial, Advance Planning

Retirement Planning from a Place of Sufficiency

Scarcity vs. Sufficiency in Retirement Planning - Upending the Money Management Model

Ben Combs and his co-founder Mary Jo Saavedra, are launching The Advisory Cooperative, a virtual and brick-and-morter financial planning, resource, and community base for seniors, based in Portland Oregon.  Their mission is to provide a resource hub for seniors to discuss important and timely topics, meet with professionals, and enjoy time spent with each other.  This is the first-of-it's-kind cooperative in the nation, with the intent on upending and rethinking the way seniors think of continuous life planning. 


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