Browsing: Personal Finance

Most of today’s pre-retirees and retirees will fall short of the retirement income replacement goal that’s commonly advocated by retirement planners. According to planners, you need…

I don’t consider myself a deeply religious person. But lately I’ve been thinking of an 11th Commandment I’d like to inscribe in stone. In case you’ve…

There seems to be a lot of confusion about whether you can pay your Medicare premiums from your health savings account (HSA). Technically, you cannot pay…

The rich only got richer during the pandemic, according to a new report — in fact, the five wealthiest people in the world saw their net…

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or other loved…

Credit-card holders with whiplash from two years of fast-climbing interest rates and fast-growing balances just got a little bit of good news. The average interest rate…

In late January, I talked with Bill, a client whose job, along with his healthcare insurance, was eliminated and he needs Medicare by March 1. My…

The bottles Kilinga Bacanora, $56.99-$73.99The back story It’s no secret that Americans love their tequila and mezcal. Annual sales of the Mexican-made spirits, derived from the…

Start Early and Get to Know the Social Security Program I have been advising people for years now on the various ideas they have when it…

We need to relocate from Seattle for a variety of reasons — work, disliking our neighborhood, desire for better weather, need better schools — and will…