Browsing: Retirement

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…

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…