The Main Reason Not To Retire
What is one of the first things we ask people when we meet them? “What do you do?” If the response is, “I am retired,” it is often a conversation…
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Is It Time For Retirees To Cash In Their Stock Market Gains?
If you’re retired, the recent significant gains in the stock market look like a reason to celebrate. During 2025, for…
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…
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…