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.…
Thirty-five years ago, Ken Dychtwald, PhD, wrote a landmark book, Age Wave. It was a thoughtful and well researched analysis on…
Really, I don’t want to be doing this. I just want a fact-based discussion on retirement income security, so we can…
You probably find lots of junk mail in your mailbox. But, if you are one of the 50 million beneficiaries with…