Browsing: Retirement

Thanksgiving dinner is more than a national and family ritual. It is a check-in of the family Board of Directors. Yes, every family has what is…

I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the notion of “business…

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…

Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to talk with them for future planning.…

The Centers for Medicare and Medicaid Services (CMS) announced the 2025 inflation-adjusted amounts for Medicare Parts A, B, and D. The base monthly premium for Part…

This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid long-term services and supports (LTSS) program.…

Having the option to take an early retirement is a really nice thing to have. But how much money do you need to retire at 55?…

After retirement, people have self-reported that they miss the people more than the position or money. Not only are they more limited in social interaction, but…

Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most potent gift possessed by the greatest…

It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year is unusually important because of significant changes in Medicare Advantage and Part D…