Browsing: Personal Finance

In the landscape of wealth management, some elements are, for lack of a better term, sexier than others. Both financial planners and their clients are often…

Remote workers and retirees alike have flocked to scenic Spokane, driving up home prices. But the city is working through its growing pains. By Emily Mason,…

Forbes compared more than 800 locales in America on everything from housing costs and taxes to healthcare, air quality, crime and climate change and natural hazard…

Our elders love their independence, for the most part. Perhaps over time, their chronic health conditions start to erode their abilities to do some things independently.…

The Biden-Harris administration recently announced a finalized retirement rule that will help individuals save for retirement. The Retirement Security Rule updates the definition of fiduciary, a…

You may have heard that there’s an election coming up. And maybe you’re planning your own event – your retirement. Does one affect the other? Will…

The daughter of a client called me because she was concerned about how much her mother paid for cataract surgery. She has a Medicare supplement, met…

The author suggests that when it comes to retirement decisions, we may not be asking the right questions. As the Jodie Foster character in True Detective…

Sunk cost, opportunity cost, and the endowment effect. You may expect these textbook-weight words to show up in the classroom. You may even imagine how understanding…

In my first report from Alaska, I focused on the policy discussions in the state regarding retirement issues. Today, I’m sharing a bit more about my…