Browsing: Retirement

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…

Despite President Trump’s repeated promises that “we’re not touching Social Security, other than to make it more efficient,” it appears his Administration is planning deep cuts…

Passing money from one generation to the next in trust can have its pitfalls. Often when a trust is created, the ultimate beneficiaries are not even…

When I talk to prospects and clients about retirement investing, no one usually thinks about what companies are inside their portfolio. They often have a shocked…

Many investors who prospered from gold’s bull market will be surprised by how profits on their gold investments are taxed. Gold is a collectible in the…

Hustle culture and the ever-shortening form of advice have led to the deification of undying devotion — whether to a cause, a goal, or a priority.…

Before moving from a state or establishing a second home, know how the state you currently reside in will react. States with net losses of residents…

Semi-retirement can offer important financial and lifestyle advantages to people in their 50s, 60s, and early 70s. By not quitting work completely, you can use the…

Introduction U.S. Rep. Randy Feenstra (R-Iowa) introduced a bill called the Death Tax Repeal Act on Feb. 13, 2025, with more than 170 representatives signing on.…

Here are two situations I reviewed recently. A 74-year-old man got a bill for his colonoscopy. He thought this was supposed to be a free procedure.…