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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Financial Fraud Targeting Aging Parents Is Organized Crime
This month, the U.S. Senate’s Special Committee On Aging held a hearing to address elder financial fraud. It is entitled…
7 Tips To Prepare For Your Upcoming Retirement
Surprisingly, many retirees return to work for reasons other than finances. According to T. Rowe Price’s recent, Retirement: Saving and…
5 Movies To Learn About Retirement And Later Life
Retirement is defined as “leaving one’s job or ceasing to work.” But it involves so much more than that. As…
Social Security Upgrades Tech, Finally Allows Paperless Transactions
The Social Security Administration recently introduced enhancements that should make it easier for beneficiaries to do business with the agency.…
Social Security: Can You Change Your Mind? Yes, But…
As you know, for most people, you can claim Social Security retirement benefits between the ages of 62 and 70.…
How Much Will Medicare Part D Prescription Drug Premiums Increase In 2025?
For the first time since 2006, the Centers for Medicare and Medicaid (CMS) didn’t release next year’s projected premiums and…
Run The Numbers, Check Your Facts, Then Check Your Gut
There are things in life that are not a matter of opinion. They are a matter of math. We do…
Crooks Go Old School: The Dangers Of Using Paper Checks Have Increased
After years of favoring online and telephone scams, a number of crooks are drifting back to old-fashioned theft involving paper…
The U.S. Retirement System Will Fail Most Future Retirees
Careful research done by Ph.D economists conclude we face a huge retirement shortfall. We are about eight to nine years…
Why Retirees Are ‘Unretiring’ And Re-Entering The Workforce?
Many retirees are finding that retirement isn’t all it’s cracked up to be, and they’re returning to work in some…
More Retirees Have Debt. Is That Bad?
More and more households led by someone age 55 or older have debt, according to recent research from the Employee…
The Age Wave Is Crashing Around Us
Thirty-five years ago, Ken Dychtwald, PhD, wrote a landmark book, Age Wave. It was a thoughtful and well researched analysis…
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…
Most Important Letter This Year? Your Part D Annual Notice Of Changes
You probably find lots of junk mail in your mailbox. But, if you are one of the 50 million beneficiaries…
Feeling Guilty: Adult Son Hesitates To Spend Mom’s Money On Her Care
It’s an issue for some adult children with aging parents. When the elders need care, there is resistance to using…
Can CPAs Or Wealth Adviser Help You?
CTA and Estate Plans and Trusts The Corporate Transparency Act (“CTA”) is a mandate that requires most smaller closely held…
Eugene And Other Top Spots
Forbes screened more than 800 U.S. locales for everything from climate risk to crime to doctor availability. Those that made…
Don’t Starve Your Retirement!
Not too long ago, one of my teammates and I talked about watching Alone, a series that follows ten experienced…