Browsing: Retirement
Where we live shapes most every aspect of our lives. Many of us simply grew where we were planted. That is to say, home was where…
Unfortunately, it happens all the time—a client’s longtime spouse dies, a new suitor swoops in, and they quickly marry against the advice of family, friends, and…
Can the Consumer Financial Protection Bureau (CFPB), a Federal Government agency, protect unsophisticated consumers transacting in complex markets? It can but it doesn’t. I will illustrate…
If you have been following my posts on required minimum distributions from retirement accounts over the last few years, I have an important update to share…
A new open enrollment period for Medicare is about to begin, and Americans ages 65 and older will be making or reconsidering one of their most…
Living, buying property, doing business, and investing overseas come with challenges, including some you might not expect. Chief among the roadblocks you might not be prepared…
One of the defining challenges of our time is the growing problem of economic inequality in the United States. In 2021, the top ten percent of…
A new open enrollment period for Medicare is about to begin, and Americans 65 and older will be making or reconsidering one of their most important…
Today is World Alzheimer’s Day, a global effort to raise awareness and challenge the stigma around Alzheimer’s disease. We read about it, we fear the disease…
Perhaps you are part of a family that includes siblings in conflict. Maybe there are some in your family who have been estranged for a long…