Retirement
What Is Phased Retirement And Should You Consider It?
There’s been a growing interest lately in phased retirement, as indicated by the results of several surveys. For example, more than half (52%) of pre-retirees…
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IRS Issues Guidance On Retirement Plan Matches Based On Student Loan Payments
The IRS has issued interim guidance for a new opportunity for taxpayers created under SECURE 2.0 that allows employers to…
Vulnerable Aging Parents And Greedy Offspring: Be On The Lookout
It is not a rare thing that as wealthy aging parents decline, some relatives seem to come out of the…
Why Your Retirement Likely Will Include An AI Humanoid Robot
Imagine this: You’re retired, lounging in your favorite chair, feet up, sipping something chilled as the sun sets. Your home…
Elder Fraud Is Exploding Online. How To Keep Grandma–And Yourself–Safe
Elder fraud is exploding, while crypto and speedy money transfers are making it tougher to recover stolen funds. Here are…
How Guaranteed Lifetime Income Increases Retiree Spending
Retirees with more guaranteed lifetime income spend more in retirement and do so without worrying about running out of money.…
What To Do If The $2,000 Cap Jeopardizes Your Employer Drug Coverage
The Inflation Reduction Act has generated many initiatives to cut drug costs for Medicare beneficiaries. So, it’s possible that those…
What Younger Generations Need To Know About Social Security, Medicare
Young adults in the U.S. have been skeptical about Social Security at least since the days when I was one…
The Burden Of The Only Child With A A Distant Aging Parent
When our parents get old, family members do have an opportunity to share the load of ensuring their safety and…
New Report Names The Best State To Retire (Hint—It’s Not Florida)
When you think about retirement, you might picture sunny Florida, with its warm climate and retirement communities. But it’s not…
Balancing Passion And Pragmatism: An Ikigai Approach To College And Career Choices
We are tempted to both give and receive bad advice when we wish something were true. I wish, for example,…
Protecting Retirement Assets Against Financial Elder Abuse
Protecting retirement assets through analysis of various topics, such as time horizon, income needs, risk tolerance, and more, is often…
Are You Fighting With Your Aging Parent Over Money?
It’s a common problem these days, with nearly one in seven older people diagnosed with some kind of dementia. These…
Prepare For Medicare’s First ‘Installment Payment Plan’: The Part D MPPP
The Inflation Reduction Act is keeping drug plan sponsors, pharmacies, Medicare educators and anyone who works with Medicare drug plans…
4 Strategies For Retirees To Protect Against Stock Market Crashes
Are you a pre-retiree or retiree who’s nervous about the recent stock market volatility? Worried that it might be the…
Medicare Part D Coverage Of Wegovy: Three Stumbling Blocks
Weight-loss drugs have been all the news recently. There are finally medications that can help people lose weight and that…
How To Turn Your Retirement Into Your Legacy
Did you know more people turn 65 each day in America than are born? And by 2030, there will be…
Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning
Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary…
Do Not Convert To A Roth IRA (Until You Read This)
Conventional wisdom regarding Traditional IRA’s is to not take distributions from your Traditional IRA because you will have to pay…