Browsing: Personal Finance

Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d met you sooner!” The apparent assumption…

This article is for those individuals who are single and have never been married. Most articles written about Social Security claiming strategies address the analysis for…

Between half and three-quarters of older adults are diagnosed with pre-diabetes. But what does it mean? And what should you do if you get such a…

Retirement waits for no one; it’s coming fast for the youngest Baby Boomers and oldest Gen-Xers. The stark reality is many people are not ready, and…

Digital assets now are a major cause of problems settling and distributing estates. You need to carefully consider and incorporate your digital life in the estate…

Earlier this year, a family member had a screening colonoscopy. He’d seen the news stories about the Affordable Care Act mandating no out-of-pocket costs, such as…

Medicare Advantage plans are popular. They’re estimated to have enrolled more than half of Medicare beneficiaries for the first time in 2024. But changes are underway.…

One of the most knowledgeable financial advisors I’ve ever observed had one of the worst communication tendencies one could have in such a role: He constantly…

The decisions you face as you transition into and through retirement are more complex, with higher stakes, compared to the saving and investing decisions you’ve had…

Nowadays, you can find many people who call themselves “financial planners” or “retirement advisers.” Unfortunately, there aren’t consistent definitions and professional requirements for these common terms,…