Browsing: Retirement

Many well-meaning people take the benefits of a Roth IRA for granted. With the tax benefits of a Roth IRA, modest contributions over long periods can…

At first glance, those of us who have been steadily socking away funds and dreaming of retirement in our fifties or sixties don’t hold much in…

In the landscape of wealth management, some elements are, for lack of a better term, sexier than others. Both financial planners and their clients are often…

Remote workers and retirees alike have flocked to scenic Spokane, driving up home prices. But the city is working through its growing pains. By Emily Mason,…

Forbes compared more than 800 locales in America on everything from housing costs and taxes to healthcare, air quality, crime and climate change and natural hazard…

Our elders love their independence, for the most part. Perhaps over time, their chronic health conditions start to erode their abilities to do some things independently.…

You may have heard that there’s an election coming up. And maybe you’re planning your own event – your retirement. Does one affect the other? Will…

The daughter of a client called me because she was concerned about how much her mother paid for cataract surgery. She has a Medicare supplement, met…

The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public education programs on this topic by…

Sunk cost, opportunity cost, and the endowment effect. You may expect these textbook-weight words to show up in the classroom. You may even imagine how understanding…