Browsing: Retirement

When’s the last time you made a friend? Not just someone you see at work, or someone who is an acquaintance – a real friend. Someone…

If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. And…

There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now, as are the potential consequences…

The whole point of retirement is to improve your life—at least, that’s the case for most people. However, many people assume that if they stop working,…

Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a care…

Given recent trends in longevity, there’s a good chance you could be retired for 20 to 30 years, which might mean you’ll be retired for a…

As the 2024 election approaches, candidate Vice President Harris and Former – President Trump promise to protect Social Security, but only Donald Trump has specific proposals.…

Medicare’s open enrollment period started on October 15 and runs through December 7 this year. That means you can now comparison-shop your Medicare coverage, which can…

There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on the hills of passive vs.…

Many pre-retirees and retirees make serious mistakes regarding their retirement income and spending for living expenses. This is very understandable, since building sources of lifetime retirement…