Browsing: Retirement

Early in the new year, a severe winter storm warning for our area resulted in the closure of my grandsons’ schools, cancellation of business meetings, and…

The Medicare Advantage Open Enrollment Period began January 1 and will end March 31. Those who elected this coverage have the opportunity to change plans. Many…

A call to scrap tax breaks for retirement plans and use the savings to shore up Social Security has some people in the financial services industry…

Even for the healthiest Americans, the cost of health care in retirement can be astronomical. Don’t even get me started on the untenable cost of treating…

You might have read that Social Security might raise its retirement age as a means to help fix the program’s financial challenges. If this happens, how…

Sometimes, it’s necessary to correct the record. The other day, a click-baity, highly misleading headline blared: “Teresa Ghilarducci Confirms Proposal to Create Federal 401(k) Would Remove…

The clock is ticking on the expiration, or sunset, of the 2017 Tax Cuts and Jobs Act, which nearly doubled the lifetime estate and gift tax…

In 30 years. the number of people reaching age 100 in the U.S. is projected to quadruple, according to a recent report from the Pew Research…

The Corporate Transparency Act (CTA) is a federal law that took effect on January 1, 2024. It was enacted to curb money laundering, corruption, tax evasion,…

When a large, unexpected expense crops up, you don’t want to increase the cost by using a less-than-optimum way to raise the needed cash. Explore the…