Browsing: Retirement

For much of our life, school systems and workplaces teach us the next steps. We learn in elementary school the skills needed in middle school to…

University of Southern California professor and storytelling sage Robert McKee said this about character: “True character is revealed in the choices a human being makes under…

Ray Dalio, billionaire founder of Bridgewater Associates, once warned that if America didn’t address its widening wealth gap, the rich might soon face mobs with pitchforks.…

Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries and the consequences of those actions.…

An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long and drawn out. Market declines can…

In homes across America, a quiet crisis is unfolding. The “sandwich generation” – adults simultaneously caring for their children and aging parents – finds itself increasingly…

The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right plan developed early in the year…

The phone calls to us often start the same way: “My mom refuses to move out of her house, but she’s fallen several times already,” or…

We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they are on hold for an hour…

If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning, money, soul searching—really, all of the…