Tom Curti retires

Partner Tom Curti Retires

We’ve hinted about it and announced it. We’ve celebrated his career and accomplishments. This week, though, it became final: Tom Curti retires. Tom Curti, Wisconsin transplant In 1973, Tom moved from his native Wisconsin to Tucson in order to attend the University of Arizona College of Law. He had grown up in a small town…

Changes in Social Security Claiming Strategies Arrive Next Month

MARCH 14, 2016 VOLUME 23 NUMBER 10 Our good friend Amos Goodall, a nationally-known elder law attorney in State College, Pennsylvania, wrote our newsletter for this week. Amos explains a particularly confusing and complicated issue. The Social Security retirement program basically gives back, with some small interest, funds you and your employer have deposited into…

Planning for Retirement: Does the Three-Legged Stool Work?

DECEMBER 16, 2013 VOLUME 20 NUMBER 47 For decades accountants, financial planners, lawyers and government workers have talked about Social Security and the “three-legged stool.” The metaphor had a simple attraction, especially when Social Security was a young program. The three legs? Social Security, private retirement programs and personal investments. You should have some of…

The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Transition to the Second Half of Life

Review by Ann Mackey Kling, Las Vegas, Nevada Book by Roberta K. Taylor, RNCS, M.Ed., and Dorian Mintzer, M.S.W., Ph.D. This is a book about how to communicate with your partner regarding the important choices surrounding retirement to allow you both to make decisions that suit your needs, talents, resources and dreams. Its purpose is…