Browsing: Retirement

How much should you withdraw from your retirement savings in 2025 to help pay for your living expenses throughout the year? There are many reasonable answers…

The annual Open Enrollment Period ended December 7 and on January 1, another one began. First, the Basics The Medicare Advantage Open Enrollment Period runs from…

Last year, Southwest Airlines pilots approved a new contract under which pilots earned a substantial pay increase: a 50% salary increase over the life of the…

In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for Program of All-inclusive Care for the…

Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term care insurance bill, called the WISH Act. Suozzi is doing all the right…

Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to emphasize to my clients, these analyst…

It’s uncomfortable. The idea that you have to tell your elders what to do or take over things for them seems strange. The people who once…

After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on their lives. So she wrote the…

Social Security is more confusing than ever. Myths abound. Below, you’ll find a complete set of 25 facts to help you understand Social Security and its…

What We All Agree About Social Security: Insolvency Looms Large Federal policymakers and the general public—to the extent that they pay attention—agree on the core financial…