Browsing: Personal Finance

The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right plan developed early in the year…

The phone calls to us often start the same way: “My mom refuses to move out of her house, but she’s fallen several times already,” or…

We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they are on hold for an hour…

If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning, money, soul searching—really, all of the…

Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by the large number of seniors at…

For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between the program’s revenues and expenses have…

The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be deadly to our mental and physical…

There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over the years. If you’re like most…

Miss a credit card payment and you pay a late fee and interest. Return a library book after the due date and there’s a fine. Miss…

As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the one Dr. Meir Statman described to…