Personal Finance
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the…
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Congress and the IRS made inheriting an IRA a very complicated, confusing event.…
It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year…
Most of us recognize that legal means exist to assume control over an…
Donald Trump’s return to the White House, coupled with Republican control of the…
Spotlight
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take a…
In an ideal world, I believe it takes about five years to prepare for retirement – what’s next in life. One…
The author and his wife have enlisted the help of a free consultant to guide them until Medicare’s December 7th deadline.…
Careful research done by Ph.D economists conclude we face a huge retirement shortfall. We are about eight to nine years away…
Many retirees are finding that retirement isn’t all it’s cracked up to be, and they’re returning to work in some way.…
More and more households led by someone age 55 or older have debt, according to recent research from the Employee Benefits…