by Leonard Baer | Aug 18, 2026 | Blog, Monthly Blog, Retirement
There it was again. Just the other day, a client looked at me and asked the question I seem to be hearing with increasing regularity: “So, when are you going to retire?” Holy moly. Do I look that bad? Naturally, I immediately went to the nearest mirror to see whether...
by Leonard Baer | Jul 20, 2026 | Blog, Monthly Blog
The Fourth of July has come and gone once again. The hot dogs have disappeared, the fireworks have frightened every dog within a three-county radius, and somewhere in America there is still one stubborn sparkler refusing to admit it’s finished. A few days ago, I was...
by Leonard Baer | Jun 16, 2026 | Blog, Monthly Blog
As Father’s Day approaches, I find myself reflecting not only on the origins of this special day, but on the many memories that continue to shape my life decades after my father’s passing. Father’s Day began as a simple effort to honor fathers and...
by Leonard Baer | Feb 12, 2026 | Aging, Blog
Well, this is the month I’ve been waiting for; the shortest month for sure but to me, the month that counts. We’ve had Groundhog Day, but my guess is that when PETA finally prevails, there will be a sign next year on the groundhog’s den, which reads, “We’re closed,...
by Leonard Baer | Jul 16, 2025 | Aging, Blog
How often in our lives do we have the same conversation over and over with ourselves; I wish I had said this, or I should have done or would have done that? We repeat this to ourselves or to our patient spouses who have heard this same old story over and over. We...
by Leonard Baer | Jun 16, 2025 | Blog, Financial Scams
She came into my office, bursting with her good news…maybe a better word is gushing. She wanted to change her estate planning and put new beneficiaries in place. She couldn’t wait to tell me that her life has changed and she has met the man of her dreams…..all in two...
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