Retirement
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 relationship with the notion of…
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Living Single And 3 Questions To Prepare For A Solo Retirement
Living a single’s life is on the rise. Beyond the numbers, there are microtrends that suggest that the singlehood lifestyle…
Is Veterans’ Homelessness The Price Of War?
Most who follow the news hear about the need for housing for homeless vets. What we don’t always hear are…
IBM Shocking New Type Of Pension Is The Old Defined Benefit Plan
The DB dinosaurs are back, and they are good dinosaurs. International Business Machines IBM announced it is halting all their…
3 Peaceful, Safe Countries Where You Can Escape From Crisis
Are you looking for a “way out”? With everything that’s going on in the world… war in the Middle East……
Beware Of Deceptive Advertising During Medicare Open Enrollment
Now is that time of year, between October 15 and December 7 when the bombardment of Medicare Advantage plan ads…
How To Build An Investment Portfolio For Retirement
When is the best time to start investing for retirement? Right now. As a rule of thumb, you need to…
Which REIT Stock Is A Better Buy?
American Tower (AMT) and Crown Castle (CCI) are two of the largest real estate investment trusts (REITs) in the United…
Help! Dad, 85, Fell For Online Romance Scams
Ray is 85, widowed, and lonely. He lives alone and has two homes in different states. He goes back and…
IRS Announces New 2024 401(k) Contribution Limits
While inflation may be stressing workers' budgets, it also brings some good news for those looking to maximize their contributions…
Are Medicare Part D Drug Plan Premiums Falling? We’re Skeptical.
In several press releases over the last few months, the Centers for Medicare & Medicaid Services (CMS) touted improvements in…
Social Security And Medicare: Determine When To Take Your Best (…and Only) Shot
For seniors, Social Security and Medicare are arguably two of the most prominent issues. These two issues are confusing and…
“I Don’t Want To Be Old When I’m Old”—Defining Healthy Longevity
“I don’t want to be old when I’m old.” That sentiment was shared in a recent article in The New…
Forget National Caregivers Month. Think About What Family Caregivers Need
Welcome to November, National Family Caregivers Month, one of those Hallmark Card-like designations that politicians grant when they can’t, or…
Jobs Report Reflects Impact Of UAW Strike And Real Wage Losses
I was expecting the October jobs report to be dull and many other economists agreed. We were right: The numbers…
What Is A Transfer On Death Account Beneficiary?
Hopefully, everyone reading this knows to add a beneficiary to their retirement accounts. I'm guessing a few of you know…
The Surprising Way Binary Thinking Can Ruin Your Retirement
Remember old-fashioned teeter-totters? The kind made from a wobbly wooden board? As a child, I’d spread my arms wide and…
3 Reasons For Business Owners To Open A Solo 401(k) Before Year End
If you are self-employed or own a business and are annoyed by how much you pay in taxes, you should…
Expect A Blah October Jobs Report Tomorrow
I expect tomorrow’s October jobs report will be so so. Why? Tuesday’s Labor Department’s monthly Job Opening and Labor Turnover…