Make Your Gifts Count For More By Having A Giving Plan
Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased focus on giving. But many people don’t optimize the impact…
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Medicare Advantage Plans Have Two Caps
Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a…
How Long Do You Want To Live In Retirement?
“I don’t want to live a long time. My parents really suffered in their final years.” I’ve heard this sentiment…
When Aging Parents Refuse To Move: How To Overcome Resistance
It Happens With Aging Parents At A Distance Like many adult children with aging parents, the brother and sister in…
Mortgage rates fall for second straight week, lowest since October
Mortgage rates moved lower for the second consecutive week, sending purchase applications higher in further signs of pent-up demand amid…
Warn Aging Parents Now About Online Phishing Scams
Holiday season is scammers’ season too. Millions of people shop online at this time, with record spending expected. If your…
Post-Election Estate Tax Planning Requires A Cautious Approach
Like many people, you may have put off finalizing estate tax planning 2024 election results were in. Some people held…
Want to buy a home in 2025? Here's where mortgage rates will land
Mortgage rates are expected to come down next year, but the decline is unlikely to be enough to provide relief…
FHFA announces higher mortgage loan limits for 2025
Housing prices have remained high for the last few years, largely due to fluctuating mortgage rates and lasting economic effects…
5 Secrets Happy Retirees Keep From Their Children
When it comes to ambition, pacing and purpose, every generation has its own healthy operating beliefs. There’s overlap but overall,…
The World’s Best Places To Move (Or Retire), Ranked In A New Report
Thinking about living abroad? You’ve come to the right place. International Living just released its Annual Global Retirement Index—which highlights…
Is The Jackal Good At Retirement Planning?
The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the…
4 Creative Ways For Retirees To Responsively Leave A Legacy
Would you like to help change the world or your family’s lives by leaving a legacy, but you want to…