Browsing: Retirement

A key to maximizing a family’s after-tax investment income is to navigate the Kiddie Tax. Don’t make gifts of investment property to children or grandchildren without…

It’s the High Holiday season for Jews around the world, a time of prayer, repentance, family, and introspection. While each of these themes holds deep significance,…

Inflation is a major danger to the financial security of retirees, and the price increases that don’t make headlines often covertly hurt retirees the most.In 2021…

Looking for the best places to retire? Why not consider Italy. A new report from International Living highlights seven regions in Italy where retirees can live…

As baby boomers age and continue to live longer than any previous generation, it seems as though the more we know about what’s ahead, the better…

Imagine retiring with $90,000 less in your nest egg—not because of a bad investment, but because you forgot about old 401(k) accounts from past jobs. In…

I and others have written endlessly about the importance of supporting family caregivers. They are the backbone of the system of care that supports frail older…

A high percentage of Medicare Advantage plan members make a critical mistake, according to a study from Mass General Brigham, a major hospital system.Medicare beneficiaries can…

As technology advances more quickly, careers last longer, and retirement extends over decades, education is no longer a one-time cost. It’s a lifelong investment to remain…

As America ages and income inequality deepens, concerns about retirement security are mounting. A growing body of research indicates that many Americans will not be able…