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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, avoiding or mitigating expensive medical conditions can help you save…
Dell’s $6B Gift Fixes A Small Flaw In Trump’s Child Accounts
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest…
5 Tips For A More Peaceful Thanksgiving With Aging Parents
We all know that everyone’s holiday meal is not like a picture perfect greeting card. There are plenty of jokes…
Why Do You Need A Prenup If You Have A Trust?
Many people getting married who have assets in trust believe they do not need a prenuptial agreement. That is most…
Facing Financial Stress? Is Your 401(k) A Lifeline, Or A Risk?
For many Americans, their largest single source of savings isn’t a checking account or savings account — it’s their employer-sponsored…
Financial Planner Explains Coast FIRE Vs. Financial Freedom
Coast FIRE and financial freedom are both great goals to work towards. If you are just getting started, the main…
How Glimmers Can Make Your Life Better At Every Age
The longer we live, the more we will experience losses of family members, friends, abilities, interests, and more. There is…
How To Dodge The Sequence Of Returns Trap In Retirement
Retirement is meant to be a reward for decades of work and saving. But for many, one hidden risk quietly…
What The Data Really Shows
For years, it has been conventional wisdom that Millennials and Generation Z are chronic job-hoppers, switching employers more often than…
Medicare Part B, Other Costs Increasing In 2026—What Else Is New?
On November 14, the Centers for Medicare and Medicaid Services announced the premiums, deductibles and costs for Medicare Part A,…
New Ways To Close The Care Navigation Gap For Seniors And Families
Navigating the highly complex and deeply fragmented systems of medical and long-term care is one of the biggest challenges family…
What To Notice When You Visit Aging Loved Ones Over Holidays
Concerned for your aged 80+ aging parent, you call regularly. Mom sounds good on the phone and offers no complaints.…
What Do We Really Want Beneath What We Say We Want?
Andy Gullahorn, a gifted singer-songwriter, recently delivered a gift of his own with an unlikely wrapper. Using a provocative metaphor,…