Browsing: Retirement

Looking for the best places to retire? Why not consider Italy. A new report from International Living highlights seven regions in Italy where retirees can live…

Many people don’t think of or are simply unaware of potential IRMAA Medicare surcharges when calculating taxes on a Roth conversion. While a well-timed Roth conversion…

Imagine retiring with $90,000 less in your nest egg—not because of a bad investment, but because you forgot about old 401(k) accounts from past jobs. In…

I and others have written endlessly about the importance of supporting family caregivers. They are the backbone of the system of care that supports frail older…

A high percentage of Medicare Advantage plan members make a critical mistake, according to a study from Mass General Brigham, a major hospital system.Medicare beneficiaries can…

As technology advances more quickly, careers last longer, and retirement extends over decades, education is no longer a one-time cost. It’s a lifelong investment to remain…

As America ages and income inequality deepens, concerns about retirement security are mounting. A growing body of research indicates that many Americans will not be able…

One of the wiser, more experienced financial advisors I have the pleasure of working with mentioned something to me this week that I had to stop…

This issue of creating new legal estate planning documents or updating them comes up when adult children start to notice problems with aging loved ones. We…

When your spouse passes away, this can be a very trying and confusing time. Let’s make dealing with Social Security the least of your worries. When…