Browsing: Retirement

It’s an issue for some adult children with aging parents. When the elders need care, there is resistance to using the parent’s own funds to cover…

CTA and Estate Plans and Trusts The Corporate Transparency Act (“CTA”) is a mandate that requires most smaller closely held business entities to file a rather…

Forbes screened more than 800 U.S. locales for everything from climate risk to crime to doctor availability. Those that made the cut were compared on leisure…

Not too long ago, one of my teammates and I talked about watching Alone, a series that follows ten experienced contestants as they attempt to outlast…

It’s that time of year when many of those who have Part D prescription drug coverage experience sticker shock. Here is a sample of what’s happening…

The U.S. Bureau of Labor Statistics reported that the consumer price index (CPI) increased by 0.2% on a seasonally adjusted basis in August after rising the…

The bigger your retirement account withdrawals, the higher your tax bracket will be in retirement. The good news is that you may owe fewer taxes in…

The new Baltimore Ravens NFL season started the same way it ended last year—with a gut-wrenching one-score loss to the annoyingly-popular Kansas City Chiefs. Worse yet,…

Have you noticed how much information appears in both mainstream and social media about American pensioners planning or wishing to retire abroad? If you’re among those…

Recently, I was on a company trip with my husband who is a wealth advisor. It was an awards trip for high performers in his profession.…