Browsing: Retirement

Saving for retirement requires dedication and time. During those years of dedication, however, market movements will make significant jumps that you can then celebrate. And we’re…

It feels like everything costs more these days—and some homeowners are looking for ways to increase cash flow without invading retirement assets. One way to do…

I recently did a webinar on Medicare basics for over 600 consumers. During the Q&A session, I realized why Medicare is so confusing. The first question…

The IRS recently announced that in 2024, for the fourth consecutive year, IRA beneficiaries don’t have to take the annual required minimum distributions (RMDs) described in…

The Federal Deposit Insurance Corporation (FDIC) changed its deposit insurance coverage for some accounts effective April 1, 2024. The basic insurance limit of $250,000 per account…

My friend is going on a river cruise in October. She has already started her packing list because this trip is very special and she doesn’t…

It’s Mental Health Awareness Month. There is a nationwide effort to remove the long standing stigma of mental health issues. Historically, it has been very difficult…

Most people are confused about how much money they need to retire comfortably, and financial services firms often add to the confusion. Two recent surveys show…

Some retirees continue to make a key mistake with required minimum distributions, and that could cost them a lot of money. When a retiree doesn’t need…

One of the many lessons we should have learned from the Covid-19 pandemic is the cost to older adults of loneliness and social isolation. While nearly…