For the first time in U.S. history, more than 20% of retirement age workers are choosing to stay in the workforce. That’s more than...
If you’re closing in on retirement and wish you could save a little more toward your retirement goal, you’re in luck. Beginning in 2025,...
The Coronavirus is changing the landscape, as we know it, in almost every part of life. Unquestionably, it’s also shaking up the financial universe...
Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases to retirement plan contributions, catch-up...
Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But...
When you were working, paying all your taxes was not that big a deal (even though it was painful). You set your withholding, the...
Retirement is the time you want things to run smoothly. After all, you’ve spent a lifetime preparing for retirement—saving money, paying things off, having...
It’s the million-dollar question—What is my ideal retirement age? It would be great if there was a computer program that collected all your information,...