Browsing: Retirement

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…

There are many reasons to avoid probate when planning for your estate. Avoiding probate avoids the hassle of having to go to court, which can be…

Many assume they will be free of health insurance premiums once they reach Medicare age. Others think that everyone pays the same Medicare premiums for the…

A major expense of many retirees and pre-retirees has been increasing rapidly, but it isn’t included in the Consumer Price Index and doesn’t affect reported inflation.…

The leading edge of Gen X and the youngest Baby Boomers are staring down a short road toward retirement. Some are starting to hear tales from…

Families struggle with how to help aging parents and other loved ones as they begin to lose independence. Especially when the elder lives at a distance…

Unfortunately, the word “scam” has become too common in today’s world. A scam is an act by a dishonest person or organization to trick someone out…

Many well-meaning people take the benefits of a Roth IRA for granted. With the tax benefits of a Roth IRA, modest contributions over long periods can…

At first glance, those of us who have been steadily socking away funds and dreaming of retirement in our fifties or sixties don’t hold much in…

In the landscape of wealth management, some elements are, for lack of a better term, sexier than others. Both financial planners and their clients are often…