Browsing: Retirement

Outfits that manage people’s retirement funds, such as State Street, Northern Trust and Fidelity, are supposed to strive to get the best possible returns for their…

You’ve seen the headlines. The United States Postal Service (USPS) has been losing money. (A recent USPS press release said it’s already lost $2.1 billion this…

A piece published by the American Bar Association’s Senior Lawyers Division reports on the international conference of the Alzheimer’s Association. The Division consists of lawyers over…

Surprisingly, one of the first signs of mild cognitive decline can be suffering a financial loss due to making a mistake, such as not correctly completing…

“I can’t wait to retire and live on the beach!” In the last thirty years of being a practicing financial planner, I’ve heard some version of…

Maria is a 90 year old, hardworking woman who raised four kids and some grandkids as well. She quit her humble work as a housecleaner when…

Have you ever received a piece of news that instantly transported you into the future and changed the way you saw everything in the present? In…

Spousal benefits are probably the most misunderstood Social Security benefit. Ex-spousal benefits may seem even more convoluted. To keep things simple, ex-spousal benefits are basically the…

As you make important decisions that affect your retirement, one key step will be to closely examine your retirement beliefs and assumptions. Doing so can help…

The May 2023 jobs report may give the Federal Reserve another reason to pause on interest rate hikes and another reason new graduates should not burst…