Browsing: Retirement

Many Americans depend on Social Security to make ends meet each month. Depending on your total household income, you may be surprised that you owe taxes…

Parents have many challenges when it comes to raising their children. One of the most important is also one of the most overlooked: financial literacy. What…

Marriage is hard, and money makes it harder. Merging two lives, two beings who are always changing, is a delicate balance of individual autonomy and collective…

Most of today’s pre-retirees and retirees will fall short of the retirement income replacement goal that’s commonly advocated by retirement planners. According to planners, you need…

There seems to be a lot of confusion about whether you can pay your Medicare premiums from your health savings account (HSA). Technically, you cannot pay…

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or other loved…

In late January, I talked with Bill, a client whose job, along with his healthcare insurance, was eliminated and he needs Medicare by March 1. My…

Start Early and Get to Know the Social Security Program I have been advising people for years now on the various ideas they have when it…

What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an agreement you might make with another…

Introduction and Background Let’s start with a quick refresher to set the stage for an important issue confronting many people who have created trusts. The Corporate…