Browsing: Retirement

“I don’t want to be a burden on my children when I’m old.” This statement is one I consistently hear expressed by older people from all…

Here are the documents you need to collect before filing To make the process of filing for Social Security benefits easier, it’s important to know what…

You’ve recently retired, and you go to the doctor, and get the news. “Jim, there’s now a safe surgical procedure for your terminal medical condition. All…

By Lucy Lazarony, Next Avenue Many Americans in their 50s don’t have nearly enough savings set aside for retirement. How bad is the shortfall? According to…

Many estate owners are concerned about what will happen to the wealth in the next generation and the effects the inheritance will have on their heirs,…

By Kelly K. James, Next Avenue During an interdepartmental Zoom meeting, a vice president asked for feedback about a video he’d produced, on a tight timeframe,…

By Elana Rabinowitz, Next Avenue “We call it pretirement,” a woman said while gushing about her new life in the affluent resort town of Saratoga Springs,…

Many American retirees are making significant mistakes with their traditional IRAs by planning to leave the accounts to their children or other heirs. Inheriting a traditional…

Young adults in the U.S. have been skeptical about Social Security at least since the days when I was one of them. Today’s younger generations are…

The IRS has issued interim guidance for a new opportunity for taxpayers created under SECURE 2.0 that allows employers to make matching contributions to retirement plans…