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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Trump Vows To ‘Always Protect Social Security’—But What Does He Mean?
Former President Trump is blasting GOP primary rival Nikki Haley for wanting to restore Social Security solvency by increasing the…
Emotions, Ego, & Envy: Avoid Financial Failures With “Clear Thinking”
One of the best books of 2023—and one sure to land on my list of Advisor Resources for Financial LIFE…
How To Deal With Aging Parents Who Refuse Help With Finances
Trying to get financial control can be a highly frustrating problem for adult children. They have been appointed as agent…
Top Social Security Strategies For Married Couples
If you’re married, it’s critical that you maximize the money you and your spouse will each receive from Social Security…
The Most Often Overlooked Step In Retirement Planning
When it comes to retirement planning, conversations often center around portfolio management and investment strategies—what I like to call the…
Higher Social Security Benefits May Mean A Tax Bill For Seniors This Year
Seniors saw a boost in Social Security benefits in 2023 to offset the rising cost of living. But there could…
6 Tips To Maximize Your Social Security Benefits
Everyone nearing retirement always seems to have a ton of questions surrounding how to maximize their Social Security benefits. These…
Advice On What Will Make You Happy Living In Mexico, From The Experts
How happy would you be living in Mexico? In order to get some useful guidance, we asked the experts what…
Ditch The Money Guru Debt Drama: It’s Time For Personalized Planning
Personal finance is like politics and religion. People live and die over doctrinal debates that too often take the discussion…
An Achievable Goal For 2024: Strengthen Your Muscles
You’ve heard the adage “use it or lose it”. It’s particularly apt in describing what happens as we age. Typically…
What Can You Do About Aging Parents’ Depression?
We’ve probably all heard about the loneliness pandemic in media reports. We hear about the national mental health crisis too.…
Quit Your Job And Move Abroad: 10 Places So Affordable You Can Live Your Dream Life
Have you ever fantasized about quitting your job and moving to a place where it’s so affordable that you don’t…
200 People Already Paid Their Social Security Taxes: Happy New Year!
In the first few hours of 2024, over 220 U.S. workers will have likely paid all their Social Security taxes…
Golden Bachelor Wedding Sparks Conversations About Gray Divorce And Its Financial Consequences
On Jan. 4, 2023, 72-year-old widower Gerry Turner and star of ABC's "The Golden Bachelor" married 70-year-old widow Theresa Nist.…
Barring Immigrant Care Workers Punishes Frail Seniors And Their Families
Congress is debating whether to impose new restrictions on immigration as the price of a deal to provide new aid…
The Surprising Power Of A Singular Priority In Money And Life
I’m a professional prioritizer. As a financial advisor, it’s not my preferences that I am responsible for articulating nor my…
Cautionary Tale: A Romance Scam Can Fool Your Lonely Aging Parent
Lonely senior (LS), after a failed marriage, had not dated much for several years. She finally decided to try a…
Learn From People Who ‘Retired’ Early
If you want to retire early but don’t have enough financial resources, you can still turn your retirement fantasies into…