The following are highlights from the September 2009 issue of Financial Planning: The View From Lowry Hill, our newsletter providing insight about pertinent financial issues:

• People rarely—if ever—anticipate becoming sick, disabled or unable to take care of themselves.  Yet the likelihood of some or all of these challenges occurring undoubtedly increases as we navigate the aging process.  Consequently, we need to prepare for future uncertainties.  Planning, organizing and making as many decisions as possible before issues arise can help lessen the stress of caring for an older family member, or addressing your own disability or incapacity.

In this issue of Financial Planning: The View From Lowry Hill, we explore some of the financial and legal issues surrounding the inevitable aging process and hopefully provide some guidance for addressing them.

Articles

Speeches

Financial Planning:
The View from Lowry Hill

Investments:
The View From Lowry Hill

2010 Annual Client Letter [pdf]

Past issues of Financial Planning: The View From Lowry Hill