The 10 Best Countries To Live In 2026, Ranked In A New Expat Report
Looking for the best countries to live in? You’re not alone. According to a new International Living survey, 66% of Americans say current conditions in the U.S. have made them…
2025 Year-End Financial Checklist for Wealthy Investors
The year 2025 is quickly coming to a close, and with it comes an important opportunity to review your financial…
Balancing Health, Longevity and Finances
Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition,…
Trump Accounts vs. Baby Bonds: Who Truly Benefits?
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest…
What’s Your Plan For Financial Security In Retirement?
Are you worried that you won’t have enough money to last throughout your retirement? Unfortunately, “worry” is not a strategy!…
3 Tips To Help Prepare You For Retirement
As an alum of the Modern Elder Academy, participants have opportunities to participate in numerous webinars in which people share…
Finding A Grittier Gratitude In The Midst Of Suffering
Meeting with friends for lunch this week, I had the pleasure of hearing them reflect on their lives, their marriage,…
How Timing Impacts RMDs, Roth Conversions, And Year-End Taxes
A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting…
Why Do You Need A Prenup If You Have A Trust?
Many people getting married who have assets in trust believe they do not need a prenuptial agreement. That is most…
5 Tips For A More Peaceful Thanksgiving With Aging Parents
We all know that everyone’s holiday meal is not like a picture perfect greeting card. There are plenty of jokes…
Business Succession And Potential Gift Of Goodwill
As a business owner you might wish to gift your business to a child or other designated heir. The problem…
Facing Financial Stress? Is Your 401(k) A Lifeline, Or A Risk?
For many Americans, their largest single source of savings isn’t a checking account or savings account — it’s their employer-sponsored…
Caregiving Is The Crack In America’s Retirement And Longevity Planning
The holidays are here. For many families, holiday dinners are the only time when multiple generations gather around the same…