Browsing: Retirement

Eligible? One in five low to moderate earners eligible to receive a check from the U.S. Treasury aren’t aware that they need to take action now…

In response to the recent burst of inflation, the government increased Social Security benefits significantly in the past two years. But compared to average pre-retirement income,…

For aging parents who were responsible enough to do estate planning, the lawyer who put their will and trust together had them appoint a power of…

Recently, one of my readers at Live And Invest Overseas wrote to me to ask whether she should buy property in Greece to qualify for residency…

It is often said that the interest on home mortgages is “front end-loaded”, implying that the way lenders charge interest is both unfair and self-serving –…

Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get…

If you’re in your mid-50s or younger and are interested in retiring but you aren’t on track to save enough for a full retirement, you might…

Married couples in or near retirement should know that the solo years, the period after one spouse passed away, usually are the most difficult period in…

Washington voters will decide the fate of the state’s path-breaking public long-term care insurance program in a referendum this Fall. If adopted, Initiative 2124 would make…

Those properly licensed people who help us manage wealth may not be fully informed about financial elder abuse. In exploring what their organizations do in this…