From Necessary Evil To Integrated Strategy
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 notion of “business development”—or the shadier moniker…
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Inherited IRA Rules That Can Surprise And Trap Heirs
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host…
California Ended Its Medicaid Long-Term Care Asset Test. What Happened?
This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid…
Making Friends After Retirement, According To Dr. Ruth
After retirement, people have self-reported that they miss the people more than the position or money. Not only are they…
The C.S. Lewis Quote That Could Transform Your Financial Future
Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most…
Is a retirement savings crisis looming?
Tens of millions of private-sector workers lack access to a retirement savings plan through their employer, which experts at the…
Plan For Retirement Beyond Your Go-Go Years
If you’re approaching retirement or have recently retired, it’s only natural that you’re looking forward to your newfound freedom. You…
Gobble up savings: Smart tips to cut costs this Thanksgiving
'Tis the season to gather and give thanks without breaking the bank. High grocery prices and travel expenses may threaten…
Choose Your Medicare Open Enrollment Advisor Carefully
It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year is unusually important because of significant changes…
4 Things Everyone Must Know To Control Finances For Aging Parents
Most of us recognize that legal means exist to assume control over an aging parent’s finances when their health declines.…
Mortgage rates fall slightly, ending 6-week climb
Mortgage rates barely moved this week after marching higher for the past month-and-a-half, while purchase demand remains stalled in the…
What A Trump Administration Will Mean For Older Adults
Donald Trump’s return to the White House, coupled with Republican control of the Senate and possibly of the House, could…
Aging Parent Facing Mental Illness Controls Family’s Wealth: What Can Be Done?
It is not surprising that we find mental illness across all age ranges. Being over 65 is no exception. Some…