Retirement
A Fun Way To Help Your Retirement Over The Holidays
The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead of enduring awkward silences or…
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FDA Has Approved The Anti-Alzheimer’s Drug Leqembi. What You Need To Know
The Food and Drug Administration (FDA) has granted final approval to the anti-Alzheimer’s drug lecanamab, marked as Leqembi by drugmakers…
Social Security Survivor Benefits Made Easy
Most people do not like to talk about death. But an important part of your financial health is what happens…
“Be Prepared” Should Be Your Estate Planning Motto: A Real Story
Independence, self-reliance, self-sufficiency, are all laudable goals for us as individuals. Independence is the hallmark of a well crafted and…
America’s Founding Fathers’ Advice On Financial Independence Rings True Today
As you gather with friends and family under the annual fireworks display every July Fourth, do you or anyone else…
Pump Your Own Gas—And Fuel Your Finances
Did you know there is still a place in the U.S. that requires you to sit in your car and…
Midyear Alert: Have You Taken Your RMD? Should You Make A QCD?
If you haven’t taken your required minimum distribution from your traditional IRA yet for 2023, have you considered your options…
The World’s Top 5 Jetset Retirement Destinations
Jetset retirement destinations are beautiful, welcoming, safe havens that offer exclusive lifestyle opportunities—ideal for discerning retirees who are looking to…
Opening A Roth IRA For A Minor: What You Should Know
Opening a Roth IRA for your child is a great way to put them on a path toward a financially…
How To Sell Your Solo Business: Turning The Company Into An Asset
When private practitioners and solo entrepreneurs begin building their venture, the exit plan from the business is often furthest from…
Don’t Overlook This Key Factor When Considering Retirement Relocation
A long-neglected factor to consider when choosing a residence is becoming more and more important to those who relocate in…
Older Workers And Their Wealth
You have worked all your life, what kind of wealth are you likely to have? Here is the thing. Most…
Business Owned Buyout Life Insurance Raises Tax Issues
Background In a recent case owners of a closely held business got bad news. It is common to have a…
When Should You Start Collecting Social Security?
When it comes to retirement planning, you may have heard a lot about the benefits of tax-advantaged retirement accounts, how…
9 Safe High Yield Dividend Stocks To Buy: July 2023
Inflation plus rising interest rates on your variable debt may be putting the squeeze on your budget. There are two…
How To Fail Well In Financial Planning
Have you made any mistakes with your money? If so, I have some good news for you: Financial planning is,…
What Is Retirement Resilience—And How Can You Build It
Most people (69% of men; 81% of women) experience some sort of unexpected event after they retire, according to a…
The World’s Wealthiest Man Shows Us How To Prepare Heirs To Inherit
The world’s current richest person can teach all of us how to prepare our heirs to inherit, though our estates…
Should State Long-Term Care Insurance Funds Invest In Stocks?
California’s evolving effort to build a public long-term care insurance program includes an important, and potentially far-reaching, feature: The insurance…