Browsing: Retirement

If you want a tough challenge to address in your spare time, try pinpointing your retirement needs. Why? You’re not only trying to determine what you…

Heritage is a source of pride for many Americans, but did you know that it can also open the door to residency or citizenship in another…

Where we live shapes most every aspect of our lives. Many of us simply grew up where we were planted. Home was where your parents made…

Dying is cheap, living is expensive! The most asked question I receive is, “Should I claim benefits early or wait?” My answer to that question is…

Retirees who rely significantly on their IRAs and 401k accounts to pay for their living expenses face a serious challenge: How do they carefully invest and…

Where we live shapes most every aspect of our lives. Many of us simply grew where we were planted. That is to say, home was where…

Unfortunately, it happens all the time—a client’s longtime spouse dies, a new suitor swoops in, and they quickly marry against the advice of family, friends, and…

Can the Consumer Financial Protection Bureau (CFPB), a Federal Government agency, protect unsophisticated consumers transacting in complex markets? It can but it doesn’t. I will illustrate…

If you have been following my posts on required minimum distributions from retirement accounts over the last few years, I have an important update to share…

A new open enrollment period for Medicare is about to begin, and Americans ages 65 and older will be making or reconsidering one of their most…