Retirement
Gen X, Boomers, 9 Ways To Take Your Retirement For A Test Drive
The leading edge of Gen X and the youngest Baby Boomers are staring down a short road toward retirement. Some are starting to hear tales…
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Gen X, Boomers, 9 Ways To Take Your Retirement For A Test Drive
The leading edge of Gen X and the youngest Baby Boomers are staring down a short road toward retirement. Some…
BlackRock And The Surging Popularity Of Retirement Annuities
A new challenge is emerging in the U.S. retirement landscape. While many people now understand the importance of saving for…
Two Scams Targeting Seniors: Don’t Become A Victim
Unfortunately, the word “scam” has become too common in today’s world. A scam is an act by a dishonest person…
What You Need To Know In 2024 About A Roth IRA
Many well-meaning people take the benefits of a Roth IRA for granted. With the tax benefits of a Roth IRA,…
4 Lessons For Anyone From The FIRE Movement
At first glance, those of us who have been steadily socking away funds and dreaming of retirement in our fifties…
The Surprising Ways A Skilled Home And Auto Agent Can Protect Your Wealth
In the landscape of wealth management, some elements are, for lack of a better term, sexier than others. Both financial…
This Pandemic Boom Town Is Also A Surprisingly Wonderful Place To Retire
Remote workers and retirees alike have flocked to scenic Spokane, driving up home prices. But the city is working through…
Las Cruces And Other Unexpected Hot Spots
Forbes compared more than 800 locales in America on everything from housing costs and taxes to healthcare, air quality, crime…
The Election Can Affect Taxes, Social Security, And Your Retirement
You may have heard that there’s an election coming up. And maybe you’re planning your own event – your retirement.…
When Does It Become Unsafe For Your Aging Parent To Live Alone?
Our elders love their independence, for the most part. Perhaps over time, their chronic health conditions start to erode their…
If Medicare Covers Cataract Surgery, Why Are There Bills?
The daughter of a client called me because she was concerned about how much her mother paid for cataract surgery.…
New Report Reveals Ever Increasing Risk Of Elder Financial Fraud
The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public…
Escaping The Sunk Cost Trap: How Behavioral Economics Can Improve Your Daily Decisions
Sunk cost, opportunity cost, and the endowment effect. You may expect these textbook-weight words to show up in the classroom.…
Successful Aging Means Asking The Right Questions
The author suggests that when it comes to retirement decisions, we may not be asking the right questions. As the…
Spotlight On Solo Agers For Older Americans Month
When Older Americans Month (May) was established in 1963, only 17 million Americans had celebrated their 65th birthday. Today over…
A Report From The Last Frontier, Part II
In my first report from Alaska, I focused on the policy discussions in the state regarding retirement issues. Today, I’m…
Forget To File Your Taxes? You Might Hear From The IRS
The IRS is mailing compliance letters, known as CP59 notices, “on more than 125,000 cases where tax returns haven’t been…
Good Debt Versus Bad Debt And Ways You Can Benefit From Inflation
With inflation remaining aggravatingly high, it’s easy to assume this works against you in all parts of life. But there…