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…
An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long…
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…
There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…
“Oh, sh--. OK.” That was RH CEO Gary Friedman’s real-time reaction during an April 3 CNBC interview as he watched…
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone…
The Trump administration has cut by more than 40% the staff that oversees critical federal programs for older adults and…
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead…
Who knew those pleasant diversions that helped you unwind from the rat race during your working years could actually make…
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