Browsing: Retirement

Fund retirement accounts. Give to charity. Harvest losses. Get energy efficient. Here are some strategies to shrink your taxes for 2023–and beyond. With only a couple…

The retirement planning industry is going through a quiet revolution that could be easy for you to miss. After all, a quick scan of today’s headlines…

For most people thinking about retirement, either at home or overseas, budget is a key factor. In my more than 30 years of traversing the globe…

It’s that time of year when online shopping increases as families buy their holiday gifts online. Shipping of items ordered usually goes smoothly but sometimes glitches…

Many workers daydream about retiring early, focusing on the joys of not working and having more time to pursue their interests. However, you’ll need to do…

Many workers reach middle age feeling burned out by the daily grind, and they fantasize about chucking it all and retiring at an early age. The…

A Health Savings Account, often called an HSA, allows you to pay for some medical expenses with tax-free money. As you can imagine, there are limits…

The earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you…

Recent articles have noted the excellent economic statistics we are seeing today, many of which are the best in a generation. The labor market is flourishing,…

With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and…