Browsing: Retirement

Have you ever imagined living under the Tuscan sun? If so, your dream could become a reality—thanks to a new initiative by this pretty region of…

Do you have a friend who you could call in the middle of the night? Or even help you move a couch? In my book Breadcrumb…

Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d met you sooner!” The apparent assumption…

This article is for those individuals who are single and have never been married. Most articles written about Social Security claiming strategies address the analysis for…

Retirement waits for no one; it’s coming fast for the youngest Baby Boomers and oldest Gen-Xers. The stark reality is many people are not ready, and…

Between half and three-quarters of older adults are diagnosed with pre-diabetes. But what does it mean? And what should you do if you get such a…

Digital assets now are a major cause of problems settling and distributing estates. You need to carefully consider and incorporate your digital life in the estate…

Earlier this year, a family member had a screening colonoscopy. He’d seen the news stories about the Affordable Care Act mandating no out-of-pocket costs, such as…

Medicare Advantage plans are popular. They’re estimated to have enrolled more than half of Medicare beneficiaries for the first time in 2024. But changes are underway.…

One of the most knowledgeable financial advisors I’ve ever observed had one of the worst communication tendencies one could have in such a role: He constantly…