Author: admin

You’ve no doubt heard that the Medicare Advantage Open Enrollment Period started January 1. Also going on right now is the General Enrollment Period (GEP). It…

The Congressional Research Service found that by the end of 2023, more than 2 million Social Security beneficiaries had their retirement incomes reduced because of two…

“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a recent interview about his new book,…

Despite his vow to close the U.S. borders to nearly all immigrants and deport millions of others, President-elect Donald Trump says he’ll continue special H-1B work…

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

The devastating wildfires that are ravaging Los Angeles are a stark reminder of how vulnerable older adults can be during disasters. Tragically, some elders who were…

In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want to distribute their financial assets. And…

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s.…

Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets can safely support over your retirement…

As I perused the ubiquitous “Best Books of the Year” lists from thought leaders whose reading prowess I respect, one book I hadn’t read kept popping…