Browsing: Retirement

For a long time, we were entitled to only an annual credit report from the three reporting agencies: Equifax EFX , Experian and TransUnion. Now you…

We are only two weeks into the Open Enrollment Period, and I have encountered four clients who are very dissatisfied. They complain that the copayment for…

People with second homes might not give much thought to the estate taxes that could be due when they die; they’re often not even on their…

As income rises, one of the bigger decisions that savers face is where to invest extra funds. If you’re already maxing out your 401(k) or retirement…

Coordination is Critical and Often Ignored Everyone understands the need for certain critical estate planning documents such as a will (and perhaps a revocable trust), health…

“I’m an older single woman looking for a change. Is overseas retirement an option for me?” This is one of the questions I’m asked most frequently…

Many people with second homes do not give much thought to the estate taxes that could be due when they die; often the possible estate taxes…

Every community has social pressures that may cause an individual to make bad financial decisions. This is true regardless of religion, race, sexual orientation, citizenship and…

With digital nomadism taking off around the globe, people are wondering where they can travel—and stay—without having to apply for a visa. Most countries allow U.S.,…

Across the financial landscape—the industry, the media, the blogosphere, the DIY community—virtually all attention is paid to attaining and sustaining wealth. You’ll find more than you’ll…