Browsing: Retirement

As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates a strong labor market, and wages…

Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own work/life/family together? You want to be…

If retirement is on your radar, you might be wondering if you should retire next year. Your decision when to retire can be life changing and…

The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead of enduring awkward silences or rehashing…

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 notion of “business…

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…

If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused on accumulation investing, building wealth over…

The Centers for Medicare and Medicaid Services (CMS) announced the 2025 inflation-adjusted amounts for Medicare Parts A, B, and D. The base monthly premium for Part…

The Inflation Reduction Act is having quite an impact on 2025 Part D prescription drug coverage. One initiative, the Medicare Prescription Payment Plan, is similar to…

Having the option to take an early retirement is a really nice thing to have. But how much money do you need to retire at 55?…