Retirement
State Exit Taxes And Other Innovative Way To Tax Former Or Departing Residents
Before moving from a state or establishing a second home, know how the state you currently reside in will react. States with net losses of…
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Caring For Aging Parents With Alzheimer’s Disease? How AI Can Help
Alzheimer’s disease impacts nearly 7 million Americans today, and over 11 million family caregivers shoulder the responsibility of caring for…
Time To Budget For 2025 Medicare Costs
As 2024 draws to a close, it’s time to plan for the New Year. One important budget item that many…
How Wealthy Do You Want To Be? Insights From Whole Foods Founder, John Mackey
In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to…
How Big Will The Raise Be For Social Security In 2025?
The Biden administration appears to have pulled off the elusive economic soft landing, getting inflation in check without crashing the…
Is Social Security’s Windfall Elimination Provision (WEP) Fair?
This article is written to provide you with the reasoning for the Windfall Elimination Provision (WEP). There has always been…
How Long Do You Want To Live In Retirement?
“I don’t want to live a long time. My parents really suffered in their final years.” I’ve heard this sentiment…
When Aging Parents Refuse To Move: How To Overcome Resistance
It Happens With Aging Parents At A Distance Like many adult children with aging parents, the brother and sister in…
Warn Aging Parents Now About Online Phishing Scams
Holiday season is scammers’ season too. Millions of people shop online at this time, with record spending expected. If your…
Post-Election Estate Tax Planning Requires A Cautious Approach
Like many people, you may have put off finalizing estate tax planning 2024 election results were in. Some people held…
5 Secrets Happy Retirees Keep From Their Children
When it comes to ambition, pacing and purpose, every generation has its own healthy operating beliefs. There’s overlap but overall,…
Is The Jackal Good At Retirement Planning?
The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the…
The World’s Best Places To Move (Or Retire), Ranked In A New Report
Thinking about living abroad? You’ve come to the right place. International Living just released its Annual Global Retirement Index—which highlights…
4 Creative Ways For Retirees To Responsively Leave A Legacy
Would you like to help change the world or your family’s lives by leaving a legacy, but you want to…
2024 Year-End Investment Checklist
As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates…
Setting Boundaries With Aging Parents: Care Without Losing Yourself
Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own…
Should You Retire In 2025? Here’s What Experts Think
If retirement is on your radar, you might be wondering if you should retire next year. Your decision when to…
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…
Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging…