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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After A Layoff, Here’s What To Say — And Not Say — On LinkedIn
By Nancy Collamer, Next Avenue Since late 2022, a steady stream of companies have announced layoffs, most notably in the…
Step Transaction Doctrine May Ruin Your Estate Plan
Step Transaction Doctrine May Ruin Your Estate Plan The What Doctrine? While the step-transaction doctrine might sound arcane it is…
Closing Pensions For Public Workers Has Proven A Mistake
A measure to close North Dakota's public pension plan is headed to Governor Doug Burgum's desk for signature. Before enacting…
Which Business Owners Get The Most Tax Savings From Cash Balance Plans?
Tax planning is a great way to help increase your take-home pay as a small business owner. Setting up a…
5 Benefits Of Supercharging Your 2023 401(k) Contributions
Some of you may contribute to your 401(k) to stay on track for financial freedom. Others are motivated by the…
Hidden Nuggets In SECURE Act 2.0
The SECURE Act 2.0, passed in the very last week of 2022, has provided a few opportunities regarding tax-sheltered savings…
JP Morgan Analysis Says Corporate Defined Benefit Pension Plans Deserve A Fresh Look
Since the Great Resignation in 2021 when employees across industries quit their jobs in large numbers, private sector employers have…
10 Common Myths That Could Be Hurting Your Retirement Planning
Retirement planning is probably the most common topic that I get questions about, whether on our financial coaching line or…
Why Women’s Retirement Account Balances Are Trailing Men’s—Despite Better Saving Habits
When it comes to 401(k) savings, women are doing better than men in every way — except their account balances.…
The Happiness Equation
We are accustomed to the utilization of equations in financial planning, and while most of those tend to be numerical,…
7 Key Financial Mistakes People Make When Retiring Abroad
Millions of Americans move abroad each year. If you’re considering being one of them, be sure to avoid the most-frequent…
Does Medicare Cover An Annual Skin Check?
A friend called me for advice after getting this message from her dermatologist’s office. “As recommended by the Skin Cancer…
2023 – The Year For Elders To Get Out On The Road (Or Skies) Again
In 2019, before the pandemic, older adults constituted the lion’s share of the travel market. However, when Covid hit, that…
What You Never Learned In School About Your Aging Parents
No matter how far you got in your education, or what you studied, chances are you never had a primer…
Money Doesn’t Really Affect Happiness, And You Shouldn’t Care
The age-old question of philosophers and financial analysts is: Does more money increase happiness? For years, the consensus answer was:…
The Financial Wisdom Found In Proverbs
We're awash in knowledge in 2023, but do you think our general level of understanding is greater? Do you think…
You Can Customize Annuities To Meet Your Goals, Reduce Their Disadvantages
Higher interest rates are making annuities more popular than ever. But despite rising annuities sales, misunderstandings keep many people from…
Did Your Aging Parent Really Win The Sweepstakes?
This is a case that really happened as I report it. A 93 year old grandma played all kinds of…