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Reaching retirement is one of life’s major milestones. After years of training and education, decades in the workforce, and diligently saving your money, you finally made…

Atlanta’s newest RIA firm, MartinWright Advisory, launched Monday with seven employees and a clear mission: Bringing institutional-caliber investment management to complex families—and building an advisor-led ownership…

In 2019, an updated Medicare Plan Finder made its debut. Heralding its arrival, the Centers for Medicare and Medicaid Services said it would “provide a personalized…

New beneficiaries shopping for coverage after enrolling in Medicare Part A and Part B have many questions. Here is one that I get frequently.What is the…

Many people believe they are moving to state tax havens, but they really are not. That often is the case with people who move in retirement.…

For decades, studies, surveys, and near sermons have declared that America is not ‘retirement-ready.’ Financial firms, policymakers, and researchers (including this one) have spent years preaching…

According to the latest figures from the Census Bureau, 15.8 million people—some 6.1% of the adult American population—are Veterans. Almost half are aged 65 and over…

Retirement is not just a financial milestone; it is the chapter where years of saving should translate into vitality, presence and independence. Hopefully, it will also…

The recent deaths of actor Gene Hackman and his wife Betsy Arakawa highlighted the differences between the two primary tools for passing on the bulk of…

The U.S. government shutdown has begun to affect an area many Americans take for granted: Social Security benefits. Yesterday, the government failed to release a critical…