Retirement

How To Know When To Reorder Your Priorities—Ask These 2 Questions

Hustle culture and the ever-shortening form of advice have led to the deification of undying devotion — whether to a cause, a goal, or a

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‘Free’ For-Profit Senior Services Referrals: Buyer Beware

Those online senior living referral services are getting a lot of attention these days. And not in a good way.

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Frightening: Wealthy Aging Dad Did Not Do Any Estate Planning

Adult son of a real estate investor began to notice that his father, Wealthy Dad (WD), was slipping. WD was

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Financial Security In Retirement Comes With A High Price Tag

It takes a lot of money to be financially secure in old age. Federal Reserve data suggests that to be

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How To Find The Right Guidance To Fight Your Financial Education Gap

One of the most common emotions connected with money isn’t excitement, fear or even uncertainty. It’s ‘shame.’ This shame around

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Athletes Die Twice: Retirement As A Death

Since I have been a Roger Federer fan for decades, I was eager to watch the new documentary Federer: Twelve

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Facts And Fiction About The Social Security Earnings Test

When you receive Social Security retirement benefits while working, you could run into one of the more complicated and confusing

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Roger Federer’s Success: A Surprising Lesson For Your Investments

Roger Federer played 1,526 singles matches throughout his career and won nearly 80% of them. However, he recently revealed that

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Medicare Changes In 2024, 2025 Affect Prescriptions, Vaccines And More

Medicare beneficiaries need to know the changes taking place in in 2024 and 2025. The changes begin with the inflation

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Rhode Island Is The Latest State To Help Americans Lacking A Retirement Plan At Their Job

Rhode Island made news this month when it became the twentieth state to establish a state-facilitated retirement savings program and

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Who Will Help Move The Couch? 3 Ideas For Making Friends As A Grownup

Do you have a friend who you could call in the middle of the night? Or even help you move

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Why Do, Why Don’t, And Why Should People Hire A Financial Advisor?

Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d

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Social Security: For Singles Only

This article is for those individuals who are single and have never been married. Most articles written about Social Security

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4 Ways To Take Action Rather Than Rationalize Your Retirement Hurdles

Retirement waits for no one; it's coming fast for the youngest Baby Boomers and oldest Gen-Xers. The stark reality is

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Pre-Diabetes Is A Thing. But Does It Matter To Seniors?

Between half and three-quarters of older adults are diagnosed with pre-diabetes. But what does it mean? And what should you

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Smartphones, Email, Other Digital Assets And Your Estate Plan

Digital assets now are a major cause of problems settling and distributing estates. You need to carefully consider and incorporate

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Three Times Your Free Medicare Colonoscopy Could Cost You

Earlier this year, a family member had a screening colonoscopy. He’d seen the news stories about the Affordable Care Act

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Medicare Advantage Plans To Be Squeezed Next Year, Reduce Benefits

Medicare Advantage plans are popular. They’re estimated to have enrolled more than half of Medicare beneficiaries for the first time

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Developing An Advantage In Human Communication: Truly Listening

One of the most knowledgeable financial advisors I’ve ever observed had one of the worst communication tendencies one could have

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