Helping aging parents can be a difficult journey as they age. Some elders are relatively simple, though always work, while other families experience a minefield…
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The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead…
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging…
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host…
If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused…
With President-elect Trump set to return to the White House in January, the sun appears to be setting on the…
McLaren Racing Formula 1 Team and Mastercard officially launched their partnership on Thursday ahead of practice for the 2024 Las…
Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to…
Mortgage rates climbed closer to 7% this week while sales of existing homes saw a revival from a dip in…
Spousal benefits are commonly called family benefits; benefits available to family members. Let’s start with spousal benefits in order to…
This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid…
After retirement, people have self-reported that they miss the people more than the position or money. Not only are they…
Tens of millions of private-sector workers lack access to a retirement savings plan through their employer, which experts at the…
Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most…
If you’re approaching retirement or have recently retired, it’s only natural that you’re looking forward to your newfound freedom. You…
'Tis the season to gather and give thanks without breaking the bank. High grocery prices and travel expenses may threaten…
It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year is unusually important because of significant changes…
If you are renting an apartment for the first time, there are likely many questions swirling in your mind. You…
Most of us recognize that legal means exist to assume control over an aging parent’s finances when their health declines.…
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