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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Midyear IRA Planning Opportunities To Consider
Tax return season is over, but there are tax-saving opportunities to consider between now and the end of the year.…
Six Win-Win Strategies For Retirees To Help Prevent Or Delay Dementia And Cognitive Decline
Americans fear Alzheimer’s disease more than cancer, stroke, and heart disease combined, according to a survey conducted by the Milken…
How To Improve Retirement Confidence In Today’s Uncertain Economy
A recent survey has announced something you already know. The Employee Benefit Research Institute conducted an online survey in late…
Siblings Caught In A Trap By Their Stubborn Aging Mom-Getting Out
Rhonda and Doug had seen a few warning signs that their very difficult aging mother, Anika, was in trouble. Even…
Parents, Do You Save For Your Own Retirement Or Pay For Your Children’s College?
For parents, trying to navigate retirement savings and college tuition at the same time—while also having enough money to cover…
The Social Security Website – What’s Available?
The United States Social Security website, quite frankly, is a very informative website. The website contains many useful tools and…
8 Things You Need To Know About Taxes Once You Reach Age 65
Tax planning doesn't necessarily get easier as you age. There are times when taxes get more complicated as you get…
Why Medicaid Shouldn’t Be Your Long-Term Care Plan
There’s a small industry of professionals who offer to help people of a certain age restructure their affairs so they’ll…
How The House GOPs Medicaid Work Rule Would Hurt Family Caregivers And People With Disabilities
The sponsors of the House Republican debt limit bill, the Limit, Save, Grow Act, say its goal is to encourage…
Don’t Solve The Wrong Money Problem
Throughout my career, I’ve seen that an overabundance of personal finance instruction is available from a litany of sources. Some…
How To Recession-Proof Your Retirement
With all the talk lately about a looming recession, I’ve been thinking about strategies that retirees and pre-retirees can adopt…
Retirement Benefit Changes Could Help Fix Alaska’s Teacher Retention Problem
The issue of teacher shortages is a problem plaguing schools and communities across the nation, and one that is reaching…
What To Do About Sibling Warfare Over Aging Parents
Perhaps you are familiar with sibling rivalry. It’s common, but when it surfaces in the face of managing an aging…
Veterans And The Medicare Part B Penalty
Recently, Hank, a veteran, wrote me to say he doesn’t understand why veterans have to pay a penalty just because…
Can We Ever Really Have Enough?
January 2004. I’d been in the financial business for five years. Having spent the first four on the institutional side,…
As The Covid Health Emergency Ends, Medicare Will Stop Paying For Many Skilled Nursing Stays
As the Covid-19 public health emergency ends, many older adults who need a post-hospital stay in a skilled nursing facility…
5 Reasons You Must File An Estate Tax Return (Even When No Tax Is Due)
Your spouse recently died leaving all her assets to you. Your attorney has assured you that no estate tax is…
Republicans Set On Hurting Their Own Constituents With Draconian Budget Cuts
House Republicans have now passed legislation that would drastically cut people off from a wide range of programs vital to…