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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 means Christmas; for others, it may be Hanukkah, Kwanzaa, Diwali,…
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…
What’s Your Plan For Financial Security In Retirement?
Are you worried that you won’t have enough money to last throughout your retirement? Unfortunately, “worry” is not a strategy!…
3 Tips To Help Prepare You For Retirement
As an alum of the Modern Elder Academy, participants have opportunities to participate in numerous webinars in which people share…
Caregiving Is The Crack In America’s Retirement And Longevity Planning
The holidays are here. For many families, holiday dinners are the only time when multiple generations gather around the same…
How Timing Impacts RMDs, Roth Conversions, And Year-End Taxes
A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting…
Business Succession And Potential Gift Of Goodwill
As a business owner you might wish to gift your business to a child or other designated heir. The problem…
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…