Browsing: Personal Finance

The IRS recently announced that in 2024, for the fourth consecutive year, IRA beneficiaries don’t have to take the annual required minimum distributions (RMDs) described in…

My friend is going on a river cruise in October. She has already started her packing list because this trip is very special and she doesn’t…

Most people are confused about how much money they need to retire comfortably, and financial services firms often add to the confusion. Two recent surveys show…

It’s Mental Health Awareness Month. There is a nationwide effort to remove the long standing stigma of mental health issues. Historically, it has been very difficult…

Some retirees continue to make a key mistake with required minimum distributions, and that could cost them a lot of money. When a retiree doesn’t need…

One of the many lessons we should have learned from the Covid-19 pandemic is the cost to older adults of loneliness and social isolation. While nearly…

There are many reasons to avoid probate when planning for your estate. Avoiding probate avoids the hassle of having to go to court, which can be…

Many assume they will be free of health insurance premiums once they reach Medicare age. Others think that everyone pays the same Medicare premiums for the…

A major expense of many retirees and pre-retirees has been increasing rapidly, but it isn’t included in the Consumer Price Index and doesn’t affect reported inflation.…

The leading edge of Gen X and the youngest Baby Boomers are staring down a short road toward retirement. Some are starting to hear tales from…