Here’s What It Takes For You To Securely Retire At 60
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone who has been helping people plan for retirement for several…
Editor's Pick
As Tariff And Market Anxiety Rises, How Will Your Generation React?
“Oh, sh--. OK.” That was RH CEO Gary Friedman’s real-time reaction during an April 3 CNBC interview as he watched…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
What To Do If Your Kid Won’t Sign A Prenuptial Agreement
The 'Talk’ You had the “talk” with your young adult child about getting a prenuptial agreement. The divorce rate is…
Next Up For Social Security And The IRS: No More Paper Checks
The federal government must stop issuing paper checks by September 30 in favor of direct deposit, prepaid cards, or other…
How To Avoid Estate Planning’s Biggest Mistake
It’s Not Just About A Will, Trust Or Other Document One of the biggest mistakes people make with estate planning…
Plan Your 2025 QCDs And RMDs Now
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right…
Senators Grill Nominee As Fears Mount Over Threats To Social Security
Frank Bisignano, President Donald Trump's nominee to lead the Social Security Administration (SSA), faced questions about the agency's future during…
Social Security And The DOGE Chaos: 3 Biggest Myths
Is there fraud, waste, and abuse in the Social Security system? Yes. Are mistakes being made? Yes. The purpose of…
Key IRA Rollover Mistakes You Must Avoid
The rollover is the most frequent IRA transaction, but most people do only a few rollovers during their lifetimes. Mistake…
Hackman Tragedy Reveals Retirement Planning’s Missing Piece: Longevity Preparedness
The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to…
Would A Mega Backdoor Roth Work In Your 401(k) Plan?
A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth…
How Does California Tax Your Social Security Benefits?
If you want to retire in or to California, you may wonder how California will take your Social Security and…