Personal Finance
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…
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Here are two situations I reviewed recently. A 74-year-old man got a bill…
Tim Ferriss recently talked to Greg McKeown, offering “Tactics and Strategies for a…
When it comes to retirement decisions and strategies, many preretirees and retirees overlook…
Being part of the sandwich generation — adults caught between raising their own…
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Combining annuities with IRAs or 401(k)s can be powerful. Annuities offer principal protection and guaranteed lifetime income. But often people don’t…
Retirement planning has always been a long-term journey, but for younger generations, navigating this path has become more complex. With rising…
By Rachel Leland, Next Avenue An 81-year-old Illinois woman recently encountered legal issues as a result of dental bills and contacted…
In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want to…
A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I…
Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets can…