Retirement
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…
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…
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…
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…
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…
The Real Public Long-Term Care Insurance Challenge: Paying For It
Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term care insurance bill, called the WISH Act.…
2025 Personal Finance Outlook: 7 Predictions For The Year-Ahead
Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to…
Can You Overcome Your Resistance To Parenting Your Aging Parent?
It’s uncomfortable. The idea that you have to tell your elders what to do or take over things for them…
If You Are Retired, Is It Too Late To Leave A Legacy?
After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on…
Fixing Social Security’s 8-Year Cliff Requires Trust — And Stephen Goss
Social Security Insolvency Looms Large Thanks to some very important people whom you may not have heard of, federal policymakers…