Personal Finance
Who Is Affected By The Social Security Fairness Act And What To Do Next
The Congressional Research Service found that by the end of 2023, more than 2 million Social Security beneficiaries had their retirement incomes reduced because of…
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Who Is Affected By The Social Security Fairness Act And What To Do Next
The Congressional Research Service found that by the end of 2023, more than 2 million Social Security beneficiaries had their…
How Financial Planning Has Got The Story All Wrong: Insights From StoryBrand’s Donald Miller
“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a…
Trump Backs Special Tech Work Visas. What About Nurses And Care Aides?
Despite his vow to close the U.S. borders to nearly all immigrants and deport millions of others, President-elect Donald Trump…
How To Manage Inherited IRA Rules That Can Surprise And Trap Heirs
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host…
How Adult Children Can Help Aging Parents Prepare For Disasters
The devastating wildfires that are ravaging Los Angeles are a stark reminder of how vulnerable older adults can be during…
Mortgage rates rise above 7% for first time since May
Mortgage rates continued their upward climb this week, leaping above 7% and adding further pressure on the stagnant housing market.…
Capital One customers not getting payments amid outage
Capital One said it is experiencing a technical outage that's keeping customers from getting payments. The issue is tied to…
If You Are Retired, Do You Have A Will—An Ethical Will?
In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want…
Biden cancels more student loans with one week left to his term
As President Joe Biden's term draws to a close, he has granted federal student loan relief to an additional 150,000…
Retirement Planning In Your 70s
A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought…
Can I Retire On 10 Million? What Retirement May Look Like Between $2M And $15M
Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets…
Biden's latest round of student loan handouts brings admin total to more than 5 million
President Biden announced the approval of student loan handouts for more than 150,000 people on Monday, with the White House…
How ‘The Courage To Be Disliked’ Can Increase Your Wealth In 2025
As I perused the ubiquitous “Best Books of the Year” lists from thought leaders whose reading prowess I respect, one…
Here’s A Safe, Simple Withdrawal Rate For Retirees In 2025
How much should you withdraw from your retirement savings in 2025 to help pay for your living expenses throughout the…
Here We Go Again: The Medicare Advantage Open Enrollment Period
The annual Open Enrollment Period ended December 7 and on January 1, another one began. First, the Basics The Medicare…
Will 2025 See More Action On Retirement?
Last year, Southwest Airlines pilots approved a new contract under which pilots earned a substantial pay increase: a 50% salary…
Mortgage rates rise for fourth straight week, inching closer to 7%
Mortgage rates ticked up for the fourth straight week, climbing toward 7% as elevated rates and high home prices continue…
InnovAge And Sacramento, California Score Big With PACE Programs
In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for…