Retirement

You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back? During this time, when you’re in a high tax bracket, charitable giving can both benefit…

Tax law changes on the horizon may impact cryptocurrency, but now might be the right time to ... consider crypto for charitable gifts. getty Crypto currencies are certainly in the spotlight. As of September 24, 2021, Bitcoin (BTC),…

Gaps in Medicare coverage can be expensive. getty Last week, I spoke with three individuals who discovered recently that they do not have the Medicare coverage they need. Each person’s set of circumstances is unique and their prior…

If you're within 5 years of retiring, you have a window of opportunity. Don't miss it. A little intentionality now can set the stage for a successful retirement. Years ago, I planned a backpacking trip through the Grand Tetons in…

Financial planning has struggled to emerge as a true profession. This is in part because some of the most powerful voices in financial services would still rather relegate the practice as a means to the end of product sales rather than…

By Gwen McKinney, Next Avenue getty One day I looked in the mirror unnerved by the image peering back at me. Who is this older woman and where's the me I know? This existential question is shaped by coming of age in an era…

Ask Larry Economic Security Planning, Inc. Today's column addresses questions about the potential effects of pensions on the availability of spousal benefits, statistics about what benefit amounts different people receive and potential…

There are pragmatic policy solutions to shore up Social Security’s financing Getty Images/iStockphoto As economic inequality continues to grow, Social Security remains a vital source of retirement income for most older Americans. In…

Retirees may need to reconsider the 60/40 portfolio and adjust expectations about living off of ... portfolio income. getty If you recently retired or are planning to, you likely have questions about how to position your investments…

Ask Larry Economic Security Planning, Inc. Today's column addresses questions about whether and how public pensions could affect survivor's benefits, the merits of delaying until 70 to file if possible and whether spousal benefits are…