Tips For Leaving A Legacy That’s More Than Money
Part of your legacy planning process is deciding whether you want to leave more than money and property to your loved ones and, if so, the best ways to do…
4 Ways To Grow Your Personal Résumé After Retirement
When we are building our careers, we understand that professional growth is an investment that is both professionally expected and…
The Future Of Retirement Planning May Start With A Blood Draw
Imagine walking into a lab in your 50s, rolling up your sleeve for a routine blood test—and walking out with…
Building Personal Resilience Through Adaptive Financial Planning
Isn’t it ironic that the very systems meant to broaden our horizons – education, career, and finances – so often…
An Overlooked Key To Choosing The Right Medicare Coverage
The Medicare coverage you choose determines how much money you pay out of pocket for medical care during retirement, which…
The Four Pillars Essential To Work After Retirement
It is hard for many people to know when to retire. While I believe there is a shelf life for…
The Thinking About Retirement Edition
On this episode of "Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list…
Self-Settled Asset Protection Trust Upheld By Delaware Court
Case May Provide A Roadmap to Better Planning A Delaware court (by the Magistrate in Chancery) recently upheld the validity…
Plan Your Retirement And Improve Your Mental And Physical Health
I recently returned from the Healthy Aging 2025 Conference at Stanford University, sponsored by the Longevity Project. This fascinating conference…
$15 Million estate tax exemption proposed. What should you do?
he Joint Committee on Taxation has just released the attached description of the tax provisions contained in the reconciliation legislation…
The Mistakes We Don’t Know We’re Making
I think I’m reasonably self aware, so it came as a surprise when my wife, Mika, recently told me that…
Blended Families, Inheritance And Preventable Conflicts
With the U.S. divorce rate at about half of all marriages, blended families are a part of society’s landscape. Many…
Forbes Best Places to Retire in 2025 List
Forbes compared more than 950 locales in America on everything from housing costs and taxes to healthcare, air quality, crime…