Retirement
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 of little-known rules that are…
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Make Sure Your Retirement Advisor Has The Training And Experience To Help You
Nowadays, you can find many people who call themselves “financial planners” or “retirement advisers.” Unfortunately, there aren’t consistent definitions and…
Why Aging Parents With Memory Loss Must Stop Managing Money
A new study published in the New York Times demonstrates some startling findings about loss of ability to make money…
3 Welcoming Overseas Havens Perfect For Golfers
For many golfers, owning a home on a golf course or near to their pick of courses is the ultimate…
Got Questions About Medicare Hospice Services? Here Are Some Answers
Learning about services that Medicare covers, and their cost, is an important discussion topic for Medicare beneficiaries. However, there is…
Are Your Aging Parents Taking Sedatives? Know The Dangers
A recent newsletter from Dr. Elizabeth Landsverk, geriatrician, warns us that some recent studies show that nearly one out of…
Taking Off The Cape: Financial Advisory Journey From Novice To Hero To Guide
The opportunities for financial advisor education have improved so dramatically in the past 25 years. When I graduated from college…
How To Donate 80,000 Comic Books—And Get A Marvelous Tax Break
Seven decades after he became addicted to Superman, Gary Prebula’s collection of graphic novels and comics has a permanent home…
Good News, Graduates (And Parents)— May 2024 Jobs Report Is Strong
The May 2024 jobs report showed remarkable strength just in time for new graduates despairing they had to move home.…
5 Money Tips For People Who Never Want To Retire
While the Financial Independence, Retire Early movement is widely popular, some people plan to do the opposite, and never retire.…
Yes, Americans Are Aging But Their Experiences Are Very Different
We all know the population of older adults is growing rapidly. But we are aging in very different ways. And…
How To Build A $1 Million 401(k) With A Savings Strategy
Saving for retirement requires dedication and time. During those years, however, market movements will make significant jumps that you can…
3 Reasons Not To Retire
We are living through what is being called the silver tsunami. According to Legal Jobs, “about 10,000 baby boomers turn…
The Success Trap: How Achieving Success Can Be A Limiting Factor
Johnny Cash said, “Success is having to worry about every damn thing in the world, except money.” Whether in life,…
Rethinking Your “Bucket List” In Retirement
As folks approach retirement, they often start mentioning their “bucket list” more frequently. The bucket list is generally an itemized…
Million Dollar 401ks And How You Can Incorporate Savings
Saving for retirement requires dedication and time. During those years of dedication, however, market movements will make significant jumps that…
What Seniors Need To Know About Reverse Mortgages—From Taxes To Catches
It feels like everything costs more these days—and some homeowners are looking for ways to increase cash flow without invading…
Many Layers Of Rules Lead To Medicare Confusion
I recently did a webinar on Medicare basics for over 600 consumers. During the Q&A session, I realized why Medicare…
Dinosaurs Are Extinct. Pensions Are Alive And Well.
Kids love dinosaurs. These larger-than-life, amazing creatures that existed some 66 million years ago continue to fascinate both children and…