Browsing: Retirement

Where we live shapes most every aspect of our lives. Many of us simply grew up where we were planted. Home was where your parents made…

Dying is cheap, living is expensive! The most asked question I receive is, “Should I claim benefits early or wait?” My answer to that question is…

Retirees who rely significantly on their IRAs and 401k accounts to pay for their living expenses face a serious challenge: How do they carefully invest and…

Where we live shapes most every aspect of our lives. Many of us simply grew where we were planted. That is to say, home was where…

Unfortunately, it happens all the time—a client’s longtime spouse dies, a new suitor swoops in, and they quickly marry against the advice of family, friends, and…

Can the Consumer Financial Protection Bureau (CFPB), a Federal Government agency, protect unsophisticated consumers transacting in complex markets? It can but it doesn’t. I will illustrate…

If you have been following my posts on required minimum distributions from retirement accounts over the last few years, I have an important update to share…

A new open enrollment period for Medicare is about to begin, and Americans ages 65 and older will be making or reconsidering one of their most…

Living, buying property, doing business, and investing overseas come with challenges, including some you might not expect. Chief among the roadblocks you might not be prepared…

One of the defining challenges of our time is the growing problem of economic inequality in the United States. In 2021, the top ten percent of…