Browsing: Retirement

I’m reading the short book, The Gap and the Gain, co-authored by Dan Sullivan, the famed founder of Strategic Coach, and Dr. Benjamin Hardy, and while…

Don’t wait until late in the year to plan your charitable gifts. Maximize the benefits to both the charity and you by considering contribution strategies throughout…

The labor market recovered quickly from the massive pandemic induced downturn in early 2020. The labor market regained its pre-pandemic strength within a few short years.…

Can you think of anything that makes a person more desperate for relief than being in constant pain? People can fall for anything that promises to…

If you’re approaching retirement or have just recently retired, a mission-critical task is using your 401(k), 403(b), 457, IRAs and other retirement savings to support your…

Too many people wait until near the end of the year to consider key IRA actions and strategies. Your after-tax wealth is likely to increase when…

The Open Enrollment Period (OEP), a time for making changes to Medicare Part D drug coverage, ended on December 7. Heading into the OEP, there was…

Former President Trump is blasting GOP primary rival Nikki Haley for wanting to restore Social Security solvency by increasing the age when today’s young workers receive…

One of the best books of 2023—and one sure to land on my list of Advisor Resources for Financial LIFE Planning—was published near the year’s end.…

If you’re married, it’s critical that you maximize the money you and your spouse will each receive from Social Security over both of your lifetimes. That’s…