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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The Calculus Behind The ESG Battle Between The White House And Capitol Hill
When President Biden used his first veto (less than 60 days after his party no longer controlled both houses of…
Essentials For The Solo Ager
Aging solo is about those individuals who are widowed or not married, live alone, and have no family or none…
Will Congress Repeal Roth IRA Benefits?
Since the Roth IRA was created in 1997, a portion of the financial services community warned the Roth IRA was…
Who Supports ESG Investing And Who’s Against It (And Why)
With President Biden’s veto of the Congress’s bipartisan joint resolution, ESG has been one of the hottest news stories in…
Inheriting A Roth IRA? What If You Are An Eligible Designated Beneficiary?
Roth IRAs Are Special Roth IRAs are not subject to income taxation (as long as the account has been open…
Beware Of Fake ‘Treatments’ Or ‘Cures’ For Dementia
The Federal Trade Commission often issues warnings for consumers about scams of all kinds. They are raising the alarm about…
Self-Employment Rises Among Women, Surpassing Pre-COVID Highs
Self-employed women, broadly speaking, felt the full brunt of the COVID downturn at greater numbers than nearly any other group.…
There’s A New Retirement Normal For Public Employees: Supplemental Savings
Late last year, Congress passed and President Biden signed SECURE 2.0 legislation as part of the Omnibus spending bill. Enactment…
The Curious Dilemma Of ESG Investing And Your Retirement
Jason R. Escamilla, founder and CIO of ImpactAdvisor LLC in San Francisco, has seen it all before. It was nearly…
The Answer To Whether I’m Too Old To Get Another Dog
The Author Wasted No Time In Solving His Dilemma A couple of months ago I wrote an article questioning whether…
SECURE 2.0’s New Rule On IRAs And Charity Can Really Pay Off
A new rule under SECURE 2.0 creates a great opportunity for IRA owners 70 ½ or older with charitable inclinations…
As Women Live Longer, They Should Also Plan For A Second Retirement
A couple typically plans for their retirement. What is frequently overlooked is the reality that, on average, women live longer…
The Social Security Earnings Test Should Be Eliminated
By Laurence J. Kotlikoff, Next Avenue Social Security's Earnings Test tops my list for our government's most senseless and personally…
How Older Veterans Can Protect Themselves From Scam Artists
By Rachel Leland, Next Avenue As aging World War II veteran Johnnie Ray Toland started showing signs of Alzheimer's, his…