Browsing: Retirement

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…

This article is for those individuals who are single and have never been married. Most articles written about Social Security claiming strategies address the analysis for…

Retirement waits for no one; it’s coming fast for the youngest Baby Boomers and oldest Gen-Xers. The stark reality is many people are not ready, and…

Between half and three-quarters of older adults are diagnosed with pre-diabetes. But what does it mean? And what should you do if you get such a…

Digital assets now are a major cause of problems settling and distributing estates. You need to carefully consider and incorporate your digital life in the estate…