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Two Popular Retirement Myths And How They Can Hurt Retirement Security
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them. Using the shortcuts can reduce your financial…
Editor's Pick
Cultivating Character Amid Market Chaos
University of Southern California professor and storytelling sage Robert McKee said this about character: “True character is revealed in the…
When Aging Parents Won’t Listen: Safety Concerns Versus Independence
The phone calls to us often start the same way: "My mom refuses to move out of her house, but…
How President Trump’s Tariffs Could Impact Your Retirement
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
How Much Money You’ll Need
If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…
Medicare Enrollment Trap: Incomplete Instructions
We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
Is Senior Living The Antidote To Loneliness For Older Adults?
The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…
How To Declutter Your Retirement Finances
There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…
Delaying Medicare Enrollment Can Lead To Life-Long Penalties
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…
Dr. Meir Statman’s Fourfold Framework For Financial Well-Being
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…
Here’s What It Takes For You To Securely Retire At 60
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone…
How Will Boomers, Gen X, Millennials And Gen Z React?
“Oh, sh--. OK.” That was RH CEO Gary Friedman’s real-time reaction during an April 3, 2025, CNBC interview as he…