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…
The Real Currency Of Life, According To Naval Ravikant
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.
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?
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
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
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
A retirement side gig can emerge from boredom, isolation, or simply the desire to earn some extra spending cash. No…
Summer Financial Checklist
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?
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
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
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
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
“What would my parents have wanted?” Those six words capture the emotional chaos that can follow a parent’s passing. Many…