Personal Finance
5 Tips For Making Semi-Retirement Work
Semi-retirement can offer important financial and lifestyle advantages to people in their 50s, 60s, and early 70s. By not quitting work completely, you can use…
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Trump DOJ asks Supreme Court to freeze student debt, environment cases
President Donald Trump's Justice Department on Friday asked the Supreme Court to freeze a handful of cases, including a challenge…
How And Why I Delayed My Social Security Until Age 70
I’ve been well aware of the significant financial advantages of waiting to start my Social Security benefits until age 70,…
Seven Trends In Senior Living For 2025 …And Beyond
My colleague and friend, Michele Holleran, PhD, recently posted her predictions for the future of senior living in an industry…
Mortgage rates finally fall after 6-week climb
Mortgage rates finally broke a six-week streak of increases, but the decline will not provide much relief, as long-term rates…
If You Don’t Have Medicare Part B, The GEP Can Bail You Out
You’ve no doubt heard that the Medicare Advantage Open Enrollment Period started January 1. Also going on right now is…
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…