Browsing: Retirement

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…

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…

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…

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…

What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an agreement you might make with another…

A special SECURE 2.0 Act bonus kicked in as of the new year. It’s something all parents need to be aware of. For the first time…

How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for retirement. If you prepare a budget…

How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate how long they might live, which…

Investors are waiting with bated breath for the Federal Reserve to lower interest rates in 2024. The Fed signaled a probability of lowering rates this year,…

Daughter is in her late 50s, with a difficult mother who is in her mid 80s. Daughter’s mother, V, has always been “kind of nutty” as…