Browsing: Personal Finance

In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for Program of All-inclusive Care for the…

“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a recent interview about his new book,…

The devastating wildfires that are ravaging Los Angeles are a stark reminder of how vulnerable older adults can be during disasters. Tragically, some elders who were…

Capital One’s technical outage which had been impacting the processing of some deposits, payments and transfers – has dragged on into Friday.  “We are working around…

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

Mortgage rates continued their upward climb this week, leaping above 7% and adding further pressure on the stagnant housing market. Freddie Mac’s latest Primary Mortgage Market…

Despite his vow to close the U.S. borders to nearly all immigrants and deport millions of others, President-elect Donald Trump says he’ll continue special H-1B work…

As President Joe Biden’s term draws to a close, he has granted federal student loan relief to an additional 150,000 borrowers. These 150,000 borrowers include almost…

In workshops, I like to ask participants if they have a legal will—a written document that outlines how they want to distribute their financial assets. And…

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s.…