Browsing: Retirement

The year 2024 is almost in the books. However, before the ball drops there are financial planning considerations that should be considered. This is especially true…

The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the life of a paid assassin. It’s…

Thinking about living abroad? You’ve come to the right place. International Living just released its Annual Global Retirement Index—which highlights the best places to move (or…

Would you like to help change the world or your family’s lives by leaving a legacy, but you want to be responsible in the process? Here’s…

Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own work/life/family together? You want to be…

One week before Thanksgiving, I spoke with a woman who was not happy with her Medicare Part D plan. “I need to change and would like…

The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead of enduring awkward silences or rehashing…

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…