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Are Your Social Security Benefits Taxable This Year?
More than 70 million Americans receive benefits from the Social Security Administration—whether retirement, disability, or Supplemental Security Income (SSI). One big question recipients face ever year at tax time: Do…
Don’t Age In Place! You Might Want To Move
In my recent article, “Why Aging In Place May Not Be The Answer For Your Retirement,” I tackled one of…
The Great Wealth Transfer’s Hidden Housing Problem
Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one…
The Main Reason Not To Retire
What is one of the first things we ask people when we meet them? “What do you do?” If the…
Is It Time For Retirees To Cash In Their Stock Market Gains?
If you’re retired, the recent significant gains in the stock market look like a reason to celebrate. During 2025, for…
How Immigration Curbs Make Care Less Affordable For Seniors And Others
When politicians use their favorite buzzword of the day “affordability,” they likely are talking about housing, insurance or beef. But…
Roth 401(k) Catch-Up Rule Arrives In January For $150K+ Earners
New Year, new IRS limits letting employees save more in their employer retirement plans. But in January 2026, the new…
What Christmas Shows About Every Generation
Every December, Americans gather for what may be the country’s most multigenerational ritual: the holiday table. For many families, that…
Overlooked Strategies For Health And Longevity In Retirement
If you’re in your 60s or beyond, hopefully you’re focusing on improving the foundations of your health and longevity, including…
2025 Year-End Financial Checklist for Wealthy Investors
The year 2025 is quickly coming to a close, and with it comes an important opportunity to review your financial…
Foundations Of Health And Longevity In Retirement
If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that…
Trump Accounts vs. Baby Bonds: Who Truly Benefits?
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest…
Balancing Health, Longevity and Finances
Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition,…