4 Questions That Can Help You Create Your Retirement Handbook
For much of our life, school systems and workplaces teach us the next steps. We learn in elementary school the skills needed in middle school to prepare us for high…
Here Are Some Financial Moves That Can Ease The Pain Of Market Declines
An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long…
How President Trump’s Tariffs Could Impact Your Retirement
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
Is Senior Living The Antidote To Loneliness For Older Adults?
The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…
How To Declutter Your Retirement Finances
There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…
Dr. Meir Statman’s Fourfold Framework For Financial Well-Being
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…
Delaying Medicare Enrollment Can Lead To Life-Long Penalties
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…
As Tariff And Market Anxiety Rises, How Will Your Generation React?
“Oh, sh--. OK.” That was RH CEO Gary Friedman’s real-time reaction during an April 3 CNBC interview as he watched…
Here’s What It Takes For You To Securely Retire At 60
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone…
A Second Trump Shock To Programs For Seniors And People With Disabilities
The Trump administration has cut by more than 40% the staff that oversees critical federal programs for older adults and…
Do You Have Enough Courage For These 5 Retirement Challenges?
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead…
How Senior Side Gigs Turn Hobbies Into Income In Your Golden Years
Who knew those pleasant diversions that helped you unwind from the rat race during your working years could actually make…