Retirement

Fact-Checking Cook and Ghilarducci On Retirement (Again)

Really, I don’t want to be doing this. I just want a fact-based discussion on retirement income security, so we can fix what needs fixing

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Lack Of Access To Retirement Benefits Impedes Retirement Savings For People Of Color

Black and Latino workers, along with those of other or multiple races/ethnicities regularly have significantly less money in retirement savings

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Finding Personal, Professional And Financial Fulfillment With The I/R Theory

If “Failures are finger posts on the road to achievement,” as C.S. Lewis suggested, my opportunities for achievement are many.

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Trading Health For Wealth: Will You Pay In Retirement?

Our country has valued hard work from our founding as a nation. The Puritan work ethic shows itself everywhere. Most

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How To Build An Antifragile Financial Plan With 4 Buckets

I’ve got good news: You’re antifragile. We, as humans, are antifragile. And our financial plans can be, too. Have you

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LGBTQ+ Estate Planning And Pride Month

Estate planning sometimes addresses the special needs of lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people, or those who have

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‘Free’ For-Profit Senior Services Referrals: Buyer Beware

Those online senior living referral services are getting a lot of attention these days. And not in a good way.

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Frightening: Wealthy Aging Dad Did Not Do Any Estate Planning

Adult son of a real estate investor began to notice that his father, Wealthy Dad (WD), was slipping. WD was

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Financial Security In Retirement Comes With A High Price Tag

It takes a lot of money to be financially secure in old age. Federal Reserve data suggests that to be

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How To Find The Right Guidance To Fight Your Financial Education Gap

One of the most common emotions connected with money isn’t excitement, fear or even uncertainty. It’s ‘shame.’ This shame around

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Athletes Die Twice: Retirement As A Death

Since I have been a Roger Federer fan for decades, I was eager to watch the new documentary Federer: Twelve

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Facts And Fiction About The Social Security Earnings Test

When you receive Social Security retirement benefits while working, you could run into one of the more complicated and confusing

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Roger Federer’s Success: A Surprising Lesson For Your Investments

Roger Federer played 1,526 singles matches throughout his career and won nearly 80% of them. However, he recently revealed that

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Medicare Changes In 2024, 2025 Affect Prescriptions, Vaccines And More

Medicare beneficiaries need to know the changes taking place in in 2024 and 2025. The changes begin with the inflation

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Rhode Island Is The Latest State To Help Americans Lacking A Retirement Plan At Their Job

Rhode Island made news this month when it became the twentieth state to establish a state-facilitated retirement savings program and

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Who Will Help Move The Couch? 3 Ideas For Making Friends As A Grownup

Do you have a friend who you could call in the middle of the night? Or even help you move

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Why Do, Why Don’t, And Why Should People Hire A Financial Advisor?

Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d

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Social Security: For Singles Only

This article is for those individuals who are single and have never been married. Most articles written about Social Security

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4 Ways To Take Action Rather Than Rationalize Your Retirement Hurdles

Retirement waits for no one; it's coming fast for the youngest Baby Boomers and oldest Gen-Xers. The stark reality is

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