Browsing: Retirement

Surprisingly, one of the first signs of mild cognitive decline can be suffering a financial loss due to making a mistake, such as not correctly completing…

“I can’t wait to retire and live on the beach!” In the last thirty years of being a practicing financial planner, I’ve heard some version of…

Maria is a 90 year old, hardworking woman who raised four kids and some grandkids as well. She quit her humble work as a housecleaner when…

Have you ever received a piece of news that instantly transported you into the future and changed the way you saw everything in the present? In…

Spousal benefits are probably the most misunderstood Social Security benefit. Ex-spousal benefits may seem even more convoluted. To keep things simple, ex-spousal benefits are basically the…

As you make important decisions that affect your retirement, one key step will be to closely examine your retirement beliefs and assumptions. Doing so can help…

The May 2023 jobs report may give the Federal Reserve another reason to pause on interest rate hikes and another reason new graduates should not burst…

Today’s jobs report may give the Fed another reason to pause on interest rate hikes and another reason new graduates should not burst into the interview…

We’re at the halfway point of 2023, and it’s been a year of financial anxiety. The U.S. continues to experience high inflation and rising interest rates…

Artificial intelligence is advancing so rapidly, it can be hard to speculate about its effects on elders. What we can see is that applied to healthcare,…