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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Rules Of Thumb For Social Security Benefit Planning
As changes are inevitable within the Social Security system – many benefits remain constant One constant in Social Security benefit…
Age 72 Or 73? Confused About RMDs From IRAs?
Age 72? Age 73? Required minimum distributions from IRAs and other tax-deferred retirement accounts are mandated for people of a…
19 Steps Forward In The Retirement Security Struggle
A new Government Accountability Office (GAO) report, Older Workers: Retirement Account Disparities Have Increased by Income and Persisted by Race…
Living Together But Unmarried: Can A Special Trust Protect You?
Lots of people live together outside of marriage. And as marriage rates have declined, cohabitation rates have risen. While you…
You Can’t Be Generous When You’re Dead
A friend of mine recently faced an impossible decision. Bo and his immediate family had moved from Germany to Charleston,…
Can Cannabis Help With Agitation In Elders With Dementia?
In the U.S., due to continued limitations on research into the potential benefits of cannabis, we have little data on…
The 2 Worst Passports In The World
The citizenship-by-investment industry is in crisis. CBI has become a core part of the revenue model of several Caribbean island…
Why We’re Planning Our Retirement To Last Until 100
“Why on earth would you want to live to age 100?” My wife and I often hear this puzzled response…
The Retirement Income Portfolio That Can Help You Live To 100
There’s a good chance that you—or your spouse or partner—could live to age 100 if you take care of your…
Alzheimer’s Disease, And The Myths Of Medications
The FDA has approved various medications in hopes of providing anything that can truly change the course of Alzheimer’s disease.…
Planning To Retire Early? Now You Just Need To Figure Out What To Do Next.
Who doesn't love the sound of an early retirement? For many busy executives and business owners, slowing down and enjoying…
Who Are Your Descendants: A Further Look
Introduction Who you name as beneficiary is obviously fundamental to carrying out your dispositive wishes. How your legal documents (will,…
Taking The Stress Out Of Financial Planning
“Remember, today is the tomorrow you worried about yesterday.” Those words of early personal development sage, Dale Carnegie, spun around…
Who Is Your Descendant: Intentional Limitations Or Broadening Of Definitions In Your Will Or Trust
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such…
Catching Up With Catch-Up Contributions
With the introduction of the SECURE Act 2.0, various shifts are in motion, and one particular change will significantly affect…
Strikes Up 12% While Labor Report Signals More Worker Power
Today is — jobs day — the first Friday — and the Labor Department reports unemployment is unchanged at 3.5…
Financial Planning Considerations For Orthodox Jewish Families
Every demographic has its own unique set of planning nuances. For Orthodox Jewish families this includes their strict observance of…
Meet Retired Barbie – Pensions Without Patriarchy Are 30% Higher
Barbie, the megahit movie, has something for everyone (well, not quite, right wing men are fuming), but it needed to…