Browsing: Retirement

Taxpayers should give as much consideration to the form in which they make charitable donations as they do to the amounts they give. By making some…

I’ve been well aware of the significant financial advantages of waiting to start my Social Security benefits until age 70, having written and researched about the…

Many of us want to stay in our house for as long as we possibly can. But this may not be what we should do. Aging…

You’ve no doubt heard that the Medicare Advantage Open Enrollment Period started January 1. Also going on right now is the General Enrollment Period (GEP). It…

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…

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…

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…