What’s Your Retirement Forecast? Heat, Hurricanes And Wildfires Ahead

June 22 marked one of the first days of summer, but in the Northeast, it felt less like a solstice and more like a furnace. Cities from St. Louis to

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The Real Currency Of Life, According To Naval Ravikant

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Rarely can a three-hour podcast hold my attention. But Chris Williamson’s conversation with Naval Ravikant did, in part because of

Big Beautiful Bill affects many tax rules including estate planning.

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The Big Beautiful Bill We now have the Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill, or OBBBA

Is Fear Triggering Early Social Security Benefit Claims?

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The Social Security Administration (SSA) has received an unusual amount of attention this year. The recently released Social Security Trustees

What Seniors Need To Know About Congress’ Big Budget Bill

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The massive 2025 budget bill, which Congress passed on July 3, would slash safety net programs for older adults, people

Pride Month Estate Planning: Cautionary Steps To Consider

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Worrisome Environment I received a post-card “save the date” for an upcoming wedding. The post-card started as follows: “In an

How AI And Apps Elevate Your Retirement Side Gig Beyond A Hobby Hustle

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A retirement side gig can emerge from boredom, isolation, or simply the desire to earn some extra spending cash. No

Summer Financial Checklist

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Summer tends to be the slow season. Many people take time off to recharge and businesses slow down or work

You Don’t Need A Retirement Coach—Or Do You?

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Earlier this year, my husband and I attended the BNP Paribus Open tennis tournament in Indian Wells, California. Top players

An Overlooked Truth About The Healthiest Way To Age

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Experts in finance tell us that the best retirement plan is reaching your financial goals. That may give you peace

Private Equity In Your 401(k)? Trump May Reshape Retirement Investing

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President Donald Trump’s administration is reportedly considering an executive order to open the $9 trillion U.S. retirement market to private

Why You Need A Legacy Plan Before It’s Too Late

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The death of a spouse is one of life’s most devastating events. The overwhelming sense of loss impacts every aspect

Why You Must Involve Your Adult Children In Your Financial Plan

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“What would my parents have wanted?” Those six words capture the emotional chaos that can follow a parent’s passing. Many