Retirement
5 Tips For Making Semi-Retirement Work
Semi-retirement can offer important financial and lifestyle advantages to people in their 50s, 60s, and early 70s. By not quitting work completely, you can use…
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If You Are Retired, Do You Have A Will—An Ethical Will?
In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want…
Retirement Planning In Your 70s
A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought…
Can I Retire On 10 Million? What Retirement May Look Like Between $2M And $15M
Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets…
How ‘The Courage To Be Disliked’ Can Increase Your Wealth In 2025
As I perused the ubiquitous “Best Books of the Year” lists from thought leaders whose reading prowess I respect, one…
Here’s A Safe, Simple Withdrawal Rate For Retirees In 2025
How much should you withdraw from your retirement savings in 2025 to help pay for your living expenses throughout the…
Here We Go Again: The Medicare Advantage Open Enrollment Period
The annual Open Enrollment Period ended December 7 and on January 1, another one began. First, the Basics The Medicare…
Will 2025 See More Action On Retirement?
Last year, Southwest Airlines pilots approved a new contract under which pilots earned a substantial pay increase: a 50% salary…
InnovAge And Sacramento, California Score Big With PACE Programs
In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for…
The Real Public Long-Term Care Insurance Challenge: Paying For It
Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term care insurance bill, called the WISH Act.…
2025 Personal Finance Outlook: 7 Predictions For The Year-Ahead
Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to…
Can You Overcome Your Resistance To Parenting Your Aging Parent?
It’s uncomfortable. The idea that you have to tell your elders what to do or take over things for them…
If You Are Retired, Is It Too Late To Leave A Legacy?
After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on…
Fixing Social Security’s 8-Year Cliff Requires Trust — And Stephen Goss
Social Security Insolvency Looms Large Thanks to some very important people whom you may not have heard of, federal policymakers…
25 Social Security Facts For 2025
Social Security is more confusing than ever. Myths abound. Below, you’ll find a complete set of 25 facts to help…
Many Rich Americans Have Already Paid Their 2025 Social Security Taxes
Shortly After Midnight On New Year’s Eve, 229 Americans Have Already Paid Their Social Security Tax Earnings over $176,100 per…
Don’t Need Your 529? Turn It Into A Roth IRA
Don’t Let Your 529 Go To Waste If you set up a 529 education plan for your children or grandchildren…
Year-End Tax Strategy: A Child IRA Can Help Reduce Your Tax Liability
As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out…
How To Make Your Family’s Wealth Last For Generations
By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much…