Browsing: Retirement

We are only two weeks into the 2023 Medicare Open Enrollment Period, and I have encountered four people who are very dissatisfied with their plan. They…

A growing number of Americans are resorting to hardship withdrawals from their 401(k) accounts, a recent Bank of America report found. This signals that financial distress…

For a long time, we were entitled to only an annual credit report from the three reporting agencies: Equifax EFX , Experian and TransUnion. Now you…

We are only two weeks into the Open Enrollment Period, and I have encountered four clients who are very dissatisfied. They complain that the copayment for…

People with second homes might not give much thought to the estate taxes that could be due when they die; they’re often not even on their…

As income rises, one of the bigger decisions that savers face is where to invest extra funds. If you’re already maxing out your 401(k) or retirement…

Coordination is Critical and Often Ignored Everyone understands the need for certain critical estate planning documents such as a will (and perhaps a revocable trust), health…

“I’m an older single woman looking for a change. Is overseas retirement an option for me?” This is one of the questions I’m asked most frequently…

Many people with second homes do not give much thought to the estate taxes that could be due when they die; often the possible estate taxes…

Every community has social pressures that may cause an individual to make bad financial decisions. This is true regardless of religion, race, sexual orientation, citizenship and…