Browsing: Personal Finance

We are tempted to both give and receive bad advice when we wish something were true. I wish, for example, that college and career advice could…

Protecting retirement assets through analysis of various topics, such as time horizon, income needs, risk tolerance, and more, is often best discussed with a wealth advisor…

The Inflation Reduction Act is keeping drug plan sponsors, pharmacies, Medicare educators and anyone who works with Medicare drug plans very busy. So far, the IRA…

It’s a common problem these days, with nearly one in seven older people diagnosed with some kind of dementia. These folks lose their financial judgment early…

Are you a pre-retiree or retiree who’s nervous about the recent stock market volatility? Worried that it might be the start of a stock market crash,…

Weight-loss drugs have been all the news recently. There are finally medications that can help people lose weight and that is a good thing. In recent…

Did you know more people turn 65 each day in America than are born? And by 2030, there will be more people over 60 than those…

Until recently, I’ve never been enamored with the notion of living a longer-than-average lifespan. Perhaps this is because my primary observation was that old age didn’t…

A Tiktok trend is encouraging people to save more money. It’s called the ‘no-buy year.’ The rules are simple. Make a list of the non-essential items you…

Conventional wisdom regarding Traditional IRA’s is to not take distributions from your Traditional IRA because you will have to pay tax on it. Let the assets…