If You Are Retired, Is It Too Late To Leave A Legacy?

After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on their lives. So she wrote the popular book The Top

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25 Social Security Facts For 2025

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Social Security is more confusing than ever. Myths abound. Below, you’ll find a complete set of 25 facts to help

How To Make Your Family’s Wealth Last For Generations

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By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much

Why Increased Longevity Means You Need To Rethink Your Retirement

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It’s no secret that many people today are living longer compared to previous generations, extending their retirement years well into

5 New Years’ Resolutions For Retirees

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It’s always a good idea to revisit your retirement plans to see how you can make changes that can help

A Child IRA For Your Kids Or Grandkids

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The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t

Mortgage rates rise for second straight week, highest since July

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Mortgage rates spiked this week to the highest level in five months, ending the year slightly higher than where they

Corporate Transparency Act Filing Requirements Reinstated: Act Now

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Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13,

Top personal finance New Year's resolutions for 2025

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The elevated inflation in recent years continued to wreak havoc on many Americans' wallets in 2024, but the start of

Why You May Need To Rethink Your Retirement, Work And Spending

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Most workers approaching their retirement years haven’t saved enough money to retire full time at age 65 and continue their

GOP Budget Squabble Puts The Older Americans Act At Risk

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The Older Americans Act, the umbrella federal law that includes programs such as Meals on Wheels, senior transportation, information services,

The Little-Known Stealth Tax That Bites Retirees And Near-Retirees

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There’s a Stealth Tax retirees and near-retirees often don’t know about until they inadvertently trigger it, costing them a lot

New Proposal Would Require Insurance Agents To Disclose More About Medicare Advantage Plans

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The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe, and the Centers for