Browsing: Retirement

On Jan. 4, 2023, 72-year-old widower Gerry Turner and star of ABC’s “The Golden Bachelor” married 70-year-old widow Theresa Nist. Turner and Nist met on the…

Congress is debating whether to impose new restrictions on immigration as the price of a deal to provide new aid to Ukraine and Israel. But some…

I’m a professional prioritizer. As a financial advisor, it’s not my preferences that I am responsible for articulating nor my priorities that I am duty-bound to…

In micro-economic textbooks, the main factor assumed to affect the quality of a market is the number of sellers. A single seller, termed a monopolist, is…

Lonely senior (LS), after a failed marriage, had not dated much for several years. She finally decided to try a dating app for older people. She’s…

If you want to retire early but don’t have enough financial resources, you can still turn your retirement fantasies into reality by learning from people who…

Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a grantor trust,…

The S&P 500 gained 26.29% during 2023 when you include the return from dividends. This 2023 return more than offset the 18.11% loss during 2022. With…

The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings for…

A number of CMOs either choose to retire early (their 50’s) or they transition into an entirely different career. As somebody who left the CMO world…