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The year 2025 is quickly coming to a close, and with it comes an important opportunity to review your financial strategy. Year‑end planning is especially critical…

In mid-January 2025, I received a very ballistic email from a woman new to 65 Incorporated. It appears she was writing to anybody and everybody who…

If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that might be more serious and take…

Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest benefits will still go to higher-income…

Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition, avoiding or mitigating expensive medical conditions…

Michael and Susan Dell just pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the largest benefits still flow to wealthy families…

Are you worried that you won’t have enough money to last throughout your retirement? Unfortunately, “worry” is not a strategy! Instead, you’ll feel a lot better…

As an alum of the Modern Elder Academy, participants have opportunities to participate in numerous webinars in which people share their wisdom about life after a…

The holidays are here. For many families, holiday dinners are the only time when multiple generations gather around the same table. We hug our parents, we…

A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting and insurance reviews are important, but…