Browsing: Retirement

Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already…

This article will focus on single individuals and when the best time is to file for Social Security benefits. Singles are defined as anyone who has…

Recent headlines might make you nervous about whether you’ll receive your Social Security benefits. For example, Elon Musk recently called Social Security “the biggest Ponzi scheme…

Urged on by faculty, students, and staff, the Cornell University Board of Trustees voted to halt new fossil fuel investments in 2022, after taking a serious…

There is a good chance someone you know will not get their Social Security check in the next one to three months. The Trump administration –…

Do you really want advice? In life? In financial matters? This question recently occupied my thoughts during a flight to Miami. A friend had asked me…

Most of us know that feeling lonely isn’t good for anyone. For our aging parents, who have to endure repeated losses, loneliness can become an acute,…

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements…

Sometimes it starts with a few simple tasks. You, the adult child agree to help Mom or Dad get to doctors’ appointments. Then you have to…

Economic policy uncertainty has surged since Donald Trump’s election. This can be bad, not just for the stock market, but also for business investments and for…