Retirement
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 aging parents are online shoppers,…
Your best advisor to finance and money management.
Explaining Finance is your one-stop website for the latest news, updates, and tips about finance.
Latest News
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…
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…
5 Secrets Happy Retirees Keep From Their Children
When it comes to ambition, pacing and purpose, every generation has its own healthy operating beliefs. There’s overlap but overall,…
Is The Jackal Good At Retirement Planning?
The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the…
The World’s Best Places To Move (Or Retire), Ranked In A New Report
Thinking about living abroad? You’ve come to the right place. International Living just released its Annual Global Retirement Index—which highlights…
4 Creative Ways For Retirees To Responsively Leave A Legacy
Would you like to help change the world or your family’s lives by leaving a legacy, but you want to…
2024 Year-End Investment Checklist
As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates…
Setting Boundaries With Aging Parents: Care Without Losing Yourself
Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own…
Should You Retire In 2025? Here’s What Experts Think
If retirement is on your radar, you might be wondering if you should retire next year. Your decision when to…
A Fun Way To Help Your Retirement Over The Holidays
The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead…
Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging…
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…
Your Life Can’t Wait! Learn To Decumulate.
If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused…
How To Have Difficult Conversations With Stubborn Aging Parents
Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to…
Ex-Spousal Benefits: What ‘Independently Entitled’ Means
Spousal benefits are commonly called family benefits; benefits available to family members. Let’s start with spousal benefits in order to…
California Ended Its Medicaid Long-Term Care Asset Test. What Happened?
This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid…
Making Friends After Retirement, According To Dr. Ruth
After retirement, people have self-reported that they miss the people more than the position or money. Not only are they…
The C.S. Lewis Quote That Could Transform Your Financial Future
Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most…