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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Inherited IRA Rules That Can Surprise And Trap Heirs
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host…
Your Life Can’t Wait! Learn To Decumulate.
If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused…
How To Have Difficult Conversations With Stubborn Aging Parents
Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to…
Ex-Spousal Benefits: What ‘Independently Entitled’ Means
Spousal benefits are commonly called family benefits; benefits available to family members. Let’s start with spousal benefits in order to…
California Ended Its Medicaid Long-Term Care Asset Test. What Happened?
This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid…
Making Friends After Retirement, According To Dr. Ruth
After retirement, people have self-reported that they miss the people more than the position or money. Not only are they…
The C.S. Lewis Quote That Could Transform Your Financial Future
Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most…
Plan For Retirement Beyond Your Go-Go Years
If you’re approaching retirement or have recently retired, it’s only natural that you’re looking forward to your newfound freedom. You…
Choose Your Medicare Open Enrollment Advisor Carefully
It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year is unusually important because of significant changes…
4 Things Everyone Must Know To Control Finances For Aging Parents
Most of us recognize that legal means exist to assume control over an aging parent’s finances when their health declines.…
What A Trump Administration Will Mean For Older Adults
Donald Trump’s return to the White House, coupled with Republican control of the Senate and possibly of the House, could…
Aging Parent Facing Mental Illness Controls Family’s Wealth: What Can Be Done?
It is not surprising that we find mental illness across all age ranges. Being over 65 is no exception. Some…
Probably No Surprise: Medicare Part B Will Cost More In 2025
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take…
Trump Presidency: Yes, Estate Planning Is Still Important
President Trump’s Victory Means Estate Planning Changes, Not That it Should Be Ignored With President Trump’s victory, and Republican control…
Wake Up: It’s Time To Check Out Your 2025 Part D Drug Coverage
The annual Open Enrollment Period ends December 7, just 30 days from now. Traditionally, fewer than 30% of drug plan…
Washington State Voters Keep Public Long-Term Care Insurance
Voters in Washington State have decided to keep the state’s first-in-the-nation public long term care insurance program. On Tuesday, they…
Here’s How To Semi-Retire In 5 Steps
Semi-retirement has significant advantages for your financial security, health, and enjoyment of life. It’s a powerful strategy to consider as…
Six Of My Favorite Newsletters To Help You Live Your Best Retired Life
In an ideal world, I believe it takes about five years to prepare for retirement – what’s next in life.…