Browsing: Retirement

Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one of the largest concentrations of wealth…

What is one of the first things we ask people when we meet them? “What do you do?” If the response is, “I am retired,” it…

If you’re retired, the recent significant gains in the stock market look like a reason to celebrate. During 2025, for instance, the S&P 500 gained 17.9%…

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major…

When you reach your 60s and beyond, if you’re like most people, you’ll need to be more proactive about maintaining your health. My wife and I…

New Year, new IRS limits letting employees save more in their employer retirement plans. But in January 2026, the new Roth catch-up rules take effect, and…

The year 2025 is quickly coming to a close, and with it comes an important opportunity to review your financial strategy. Year‑end planning is especially critical…

In mid-January 2025, I received a very ballistic email from a woman new to 65 Incorporated. It appears she was writing to anybody and everybody who…

If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that might be more serious and take…

Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest benefits will still go to higher-income…