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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Swiftonomics Is Big. Pensionomics Is Far Bigger.
Even if you’re not a Swiftie, it’s nearly impossible to escape the hype surrounding Taylor Swift’s new album, tour, and…
3 Big Warning Signs Your Aging Parent Should Stop Driving
Few thing symbolize our independence like driving a car when and where we want to. For aging parents, there is…
Social Security Benefits Will Rise 3.2% In 2024, While Top Tax Jumps 5.2%
Social Security benefits will increase 3.2% in 2024 for the nation’s 71 million recipients, raising the average monthly check for…
Get Your Medicare Vaccinations At The Right Place Or Prepare To Pay
Medicare has a notorious history of not treating vaccinations equally. Here’s an example from Ed, one of my clients. My…
Financial Planner Shares 3 Podcasts For A Longer Healthspan In Retirement
Retirement planning is about more than just accumulating wealth. All the money in the world won't bring you happiness if…
How Can Gen X Get The Best Retirement Planning Advice?
The youngest members of Gen X are now in their forties, while the oldest Gen Xers are now in their…
7 Things You Probably Don’t Know About The 4% Retirement Withdrawal Rule
The 4% rule seems so simple. Multiply your savings by 4%, and that’s how much you can spend the first…
7 Things You Probably Don’t Know About The 4% Rule
The 4% Rule seems so simple. Multiply your savings by 4%, and that’s how much you can spend the first…
Hedonic Adaptation: Are We Destined For Dissatisfaction?
Fresh off writing about how the extensive Harvard study on human development shows us how we can invest in our…
Will Switching To Medicare Advantage Pay For New Glasses? Probably Not.
October is Open Enrollment month. Medicare beneficiaries get a chance to make changes to their coverage. Here’s a question I…
Live Longer, Better: Expert Weighs In On Your Best Strategy
Peter Attia, MD, has written an excellent book on how to keep ourselves from getting common chronic illnesses with aging.…
Medicare Part D Drug Coverage In 2024: Some Will Pay Less But Will Others Pay More?
Pick up a publication, turn on the TV, and you’re likely to find something like this. “Inflation Reduction Act Continues…
Long-Term Care Services Vary Widely By State, AARP Finds
Minnesota and Washington are the states that provide the best services and supports for frail older adults, younger people with…
Which States Provide The Best—And Worst—Long-Term Care Services?
Minnesota and Washington are the states that provide the best services and supports for frail older adults, younger people with…
Harvard Study Shows Us How To Invest In Happiness
“I’ve been rich and I’ve been poor, and I prefer rich,” my friend Jim Stovall told me. It’s just one…
Could Your Ancestry Be Your Ticket To Life In Europe?
Heritage is a source of pride for many Americans, but did you know that it can also open the door…
What You Miss When Using Mental Math To Calculate Your Retirement Needs
If you want a tough challenge to address in your spare time, try pinpointing your retirement needs. Why? You’re not…
3 Great Places Across The World To Live In Your 60s
Where we live shapes most every aspect of our lives. Many of us simply grew up where we were planted.…