Personal Finance
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead of balls, it’s…
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The Trump administration is abolishing the office that manages and coordinates most federal…
If you want to retire in or to California, you may wonder how…
The description of facts here is based on a real case. We addressed…
I love helping my clients maximize their tax-free retirement income streams. Converting a…
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One of my favorite books is “Tuesdays with Morrie: An Old Man, A Young Man, and Life’s Greatest Lesson by Mitch…
Start your kids on the right financial foot by saving for retirement early with a Roth IRA. If your child has…
Medicare Part B provides essential medical insurance, covering outpatient care and preventive services. But while paying the monthly premium—$185 in 2025—is…
By Lucy Lazarony, Next Avenue Michael Murray has been trading Massachusetts’ snow for Florida’s sun for 15 winters. At first, he…
Why Do We Avoid The Things That Matter Most? Greg McKeown And An “Essentialist” Approach To Personal Finance
Tim Ferriss recently talked to Greg McKeown, offering “Tactics and Strategies for a 2025 Reboot,” and the Essentialsim author had a…
When it comes to retirement decisions and strategies, many preretirees and retirees overlook the most important ones they need to consider…