Browsing: Personal Finance

Estate planning sometimes addresses the special needs of lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people, or those who have family members in the LGBTQ+ community.…

It takes a lot of money to be financially secure in old age. Federal Reserve data suggests that to be financially secure in retirement, people will…

One of the most common emotions connected with money isn’t excitement, fear or even uncertainty. It’s ‘shame.’ This shame around money can cause deep havoc to…

Since I have been a Roger Federer fan for decades, I was eager to watch the new documentary Federer: Twelve Final Days. We get to watch…

When you receive Social Security retirement benefits while working, you could run into one of the more complicated and confusing rules, the Social Security earned income…

Roger Federer played 1,526 singles matches throughout his career and won nearly 80% of them. However, he recently revealed that he only won 54% of the…

Medicare beneficiaries need to know the changes taking place in in 2024 and 2025. The changes begin with the inflation adjustments for various Medicare features. The…

Rhode Island made news this month when it became the twentieth state to establish a state-facilitated retirement savings program and the seventeenth to do so with…

Do you have a friend who you could call in the middle of the night? Or even help you move a couch? In my book Breadcrumb…

Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d met you sooner!” The apparent assumption…