Retirement

How To Handle Manipulative Aging Parents: Guilt, Money, And Power

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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How To Handle Manipulative Aging Parents: Guilt, Money, And Power

Helping aging parents can be a difficult journey as they age. Some elders are relatively simple, though always work, while

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What Do Family Caregivers Really Want? Cash.

Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash. Not

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How Older Workers Can Overcome A Stalled Career And Stay Ahead

By Lin Grensing-Pophal, Next Avenue Mary has worked in marketing at a major health care organization that is committed to

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Americans Value Digital Assets At $191,516, But Awareness Still Lags

People often associate the entire realm of digital assets with Bitcoin or cryptocurrencies, but digital assets are much more than

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Retired? Time To Put Your Wisdom To Work

Throughout history, elders in cultures around the world were the ones who were responsible to think about the future, pass

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A Book—And A Mental Model—For A Happier, Healthier, Wealthier New Year

Recently, I had the privilege and pleasure of meeting with Dr. Daniel Crosby, the author of several great books, including

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IRA Tragedies: 4 Cases Show The Pain Caused By Overlooking Simple Details

Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the

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Make Your Gifts Count For More By Having A Giving Plan

Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased

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Medicare Advantage Plans Have Two Caps

Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a

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Caring For Aging Parents With Alzheimer’s Disease? How AI Can Help

Alzheimer’s disease impacts nearly 7 million Americans today, and over 11 million family caregivers shoulder the responsibility of caring for

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Time To Budget For 2025 Medicare Costs

As 2024 draws to a close, it’s time to plan for the New Year. One important budget item that many

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How Wealthy Do You Want To Be? Insights From Whole Foods Founder, John Mackey

In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to

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How Big Will The Raise Be For Social Security In 2025?

The Biden administration appears to have pulled off the elusive economic soft landing, getting inflation in check without crashing the

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Is Social Security’s Windfall Elimination Provision (WEP) Fair?

This article is written to provide you with the reasoning for the Windfall Elimination Provision (WEP). There has always been

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How Long Do You Want To Live In Retirement?

“I don’t want to live a long time. My parents really suffered in their final years.” I’ve heard this sentiment

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When Aging Parents Refuse To Move: How To Overcome Resistance

It Happens With Aging Parents At A Distance Like many adult children with aging parents, the brother and sister in

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Warn Aging Parents Now About Online Phishing Scams

Holiday season is scammers’ season too. Millions of people shop online at this time, with record spending expected. If your

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Post-Election Estate Tax Planning Requires A Cautious Approach

Like many people, you may have put off finalizing estate tax planning 2024 election results were in. Some people held

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