Browsing: Retirement

Earlier this month, President Trump signed an executive order that could pave the way for the use of private equity (PE) in retirement savings accounts. While…

As Helen Mirren, Ben Kingsley, Pierce Brosnan and Celia Irmie’s characters in Netflix’s new original movie The Thursday Murder Club prove, just because people retire from…

An Individual Retirement Account, or IRA, is a powerful savings tool. You can deduct your contributions on your current tax return and watch those funds grow…

Most of us know some older person who had a bad fall and broke a hip. When they do recover, they are not the same as…

Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied): $329 million Background: Melaina Cano’s passion for investing was sparked early by her…

One of the most, uh, formative movies for me as a teen was Monty Python and the Holy Grail. My favorite hysterical characters in the movie…

Significant changes occurred in Medicare Advantage plans each of the last couple of years, and more changes are on the way in 2026. In 2024, I…

In retirement, many of us have time to slow down and the freedom and flexibility to make our own decisions. Yet, we can find ourselves busier…

Three things are true about long-term care, though many Americans don’t want to believe it: You are very likely to need it in old age. It…

Aging solo is a result of many factors. Some solo agers are widowed, or never married. Some have lost a long-time partner. Some have no kids,…