Author: admin

In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for Program of All-inclusive Care for the…

“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a recent interview about his new book,…

Despite his vow to close the U.S. borders to nearly all immigrants and deport millions of others, President-elect Donald Trump says he’ll continue special H-1B work…

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

Capital One said it’s experiencing a technical outage that’s keeping customers from getting payments.  The issue is tied to a third-party vendor and is “temporarily impacting…

Mortgage rates continued their upward climb this week, leaping above 7% and adding further pressure on the stagnant housing market. Freddie Mac’s latest Primary Mortgage Market…

The devastating wildfires that are ravaging Los Angeles are a stark reminder of how vulnerable older adults can be during disasters. Tragically, some elders who were…

As President Joe Biden’s term draws to a close, he has granted federal student loan relief to an additional 150,000 borrowers. These 150,000 borrowers include almost…

In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want to distribute their financial assets. And…

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s.…