Browsing: Retirement

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…

How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for retirement. If you prepare a budget…

How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate how long they might live, which…

Wealth – the difference between what people own and what they owe – serves as a financial buffer in an emergency and as a means towards…

This piece is written in collaboration with a colleague of mine, Amir Noor, CFP®, director of financial planning at United Financial Planning Group, who first developed…

The world is in the midst of a profound demographic transformation as countries in Europe, North America, and parts of Asia grapple with the potent combination…

I’m reading the short book, The Gap and the Gain, co-authored by Dan Sullivan, the famed founder of Strategic Coach, and Dr. Benjamin Hardy, and while…

Don’t wait until late in the year to plan your charitable gifts. Maximize the benefits to both the charity and you by considering contribution strategies throughout…

The labor market recovered quickly from the massive pandemic induced downturn in early 2020. The labor market regained its pre-pandemic strength within a few short years.…

The Social Security Administration still is doing a disservice by coaxing applicants into taking the optional lump sum cash payment when they sign up. The beneficiaries…