Browsing: Retirement

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or other loved…

In late January, I talked with Bill, a client whose job, along with his healthcare insurance, was eliminated and he needs Medicare by March 1. My…

Start Early and Get to Know the Social Security Program I have been advising people for years now on the various ideas they have when it…

What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an agreement you might make with another…

How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for retirement. If you prepare a budget…

How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate how long they might live, which…

This piece is written in collaboration with a colleague of mine, Amir Noor, CFP®, director of financial planning at United Financial Planning Group, who first developed…

The tax advantages of a health savings account (HSA) are unique, even better than any IRA or 401(k) plan. As a result, an HSA is like…

Recently, a North Dakota woman was charged with killing her boyfriend to get his inheritance. The man was expected to inherit $30 million, and officials believe…

Immediate Action Advisable The Corporate Transparency Act (“CTA”) is a new federal law that may affect you in significant and unexpected ways. Since the law only…