Personal Finance
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead of balls, it’s…
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The Trump administration is abolishing the office that manages and coordinates most federal…
A mega backdoor Roth conversion is a retirement plan strategy that can allow…
If you want to retire in or to California, you may wonder how…
The description of facts here is based on a real case. We addressed…
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I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is…
Mortgage rates remained near a three-month low this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market…
If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25%…
I’ve been well aware of the significant financial advantages of waiting to start my Social Security benefits until age 70, having…
My colleague and friend, Michele Holleran, PhD, recently posted her predictions for the future of senior living in an industry trade…
Mortgage rates finally broke a six-week streak of increases, but the decline will not provide much relief, as long-term rates dipped…