Personal Finance
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the…
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Congress and the IRS made inheriting an IRA a very complicated, confusing event.…
It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year…
Most of us recognize that legal means exist to assume control over an…
Donald Trump’s return to the White House, coupled with Republican control of the…
Spotlight
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take a…
In an ideal world, I believe it takes about five years to prepare for retirement – what’s next in life. One…
The author and his wife have enlisted the help of a free consultant to guide them until Medicare’s December 7th deadline.…
Introduction So, I joined a new gym and am working with a personal trainer. During any workout trainers and clients always…
From cowboy boots to fried chicken-scented charms, foam footwear maker Crocs has a reputation for quirk. This month, Crocs is putting…
Bestselling author wrote ‘Simplify Your Life’ over 30 years ago. Her advice for living with less still stands
Decades before the Marie Kondo era of clearing out the clutter, Elaine St. James began simplifying her life and wrote a…