5 Resources For Long Life Learning
One of the keys to positive aging in post-retirement life is staying relevant and engaged. When we were working for organizations, professional development was an expectation. If we had technology…
Pre-Tax IRA To 401(k) Transfers
The regular rollover process is well-known: electing to move funds from an employer 401(k) to an IRA after changing jobs.…
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…
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…
Overlooked Strategies For Health And Longevity In Retirement
If you’re in your 60s or beyond, hopefully you’re focusing on improving the foundations of your health and longevity, including…
What Christmas Shows About Every Generation
Every December, Americans gather for what may be the country’s most multigenerational ritual: the holiday table. For many families, that…
How Spouses, Ex-Partners, and Survivors Can Claim What They’re Owed
The Social Security Fairness Act, signed into law on Jan. 5, 2025, eliminated the Windfall Elimination Provision (WEP) and the…
Foundations Of Health And Longevity In Retirement
If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that…
Fix Your Drug Plan by Dec. 7
In mid-January 2025, I received a very ballistic email from a woman new to 65 Incorporated. It appears she was…
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…