Browsing: Retirement

Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one of the largest concentrations of wealth…

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…

If you’re retired, the recent significant gains in the stock market look like a reason to celebrate. During 2025, for instance, the S&P 500 gained 17.9%…

Giving is good for your health.At the end of each year, numerous not-for-profit organizations are soliciting financial donations. These same organizations are involved in collecting clothing,…

Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and Medicare gotchas, as well as the…

When you reach your 60s and beyond, if you’re like most people, you’ll need to be more proactive about maintaining your health. My wife and I…

The Social Security Fairness Act, signed into law on Jan. 5, 2025, eliminated the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). This change…

In mid-January 2025, I received a very ballistic email from a woman new to 65 Incorporated. It appears she was writing to anybody and everybody who…

If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that might be more serious and take…

Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest benefits will still go to higher-income…