Browsing: Retirement

Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased focus on giving. But many people…

Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a Tier 5 medication in January and…

Alzheimer’s disease impacts nearly 7 million Americans today, and over 11 million family caregivers shoulder the responsibility of caring for them. Despite its prevalence, families are…

As 2024 draws to a close, it’s time to plan for the New Year. One important budget item that many are reluctant to address is Medicare…

In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to him and what it doesn’t. He…

The Biden administration appears to have pulled off the elusive economic soft landing, getting inflation in check without crashing the economy into a recession. While inflation…

This article is written to provide you with the reasoning for the Windfall Elimination Provision (WEP). There has always been a debate as to whether this…

“I don’t want to live a long time. My parents really suffered in their final years.” I’ve heard this sentiment from relatives and friends who watched…

It Happens With Aging Parents At A Distance Like many adult children with aging parents, the brother and sister in this true scenario were increasingly worried…

When it comes to ambition, pacing and purpose, every generation has its own healthy operating beliefs. There’s an overlap but overall, the development of wisdom is…