Browsing: Retirement

Last fall, I attended a workshop and spotted a young woman wearing the most beautiful shawl. I asked her where she got it and she said,…

In a Harvard Business Review study, 155 people were put in a position where the survey administrators rolled into the room with either food or marker…

The death of a spouse is one of life’s most devastating events. The overwhelming sense of loss impacts every aspect of daily life: emotionally, mentally, and…

The phone call came to Dad’s daughter (FD) at 6 AM. Again. This time, it was the night caregiver reporting that her father had fallen while…

So, what affect did the Big Beautiful Bill signed on July 4, 2025, by President Trump, have on the taxation of Social Security benefits-none, no changes!…

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What is the impact on estate planning? According to several smart…

“H.R. 3467, To amend title XVIII to reform the Medicare Advantage program,” was introduced on May 15, 2025. This bill would automatically enroll millions of people…

On July 3rd, just before fireworks lit up the skies, a quieter explosion took place in the inboxes of Social Security stakeholders, observers, and experts across…

The Big Beautiful Bill We now have the Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill, or OBBBA as law. The House passed the…

Rarely can a three-hour podcast hold my attention. But Chris Williamson’s conversation with Naval Ravikant did, in part because of the mic-dropping moment nestled near the…