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Retirement

Tax-Smart Charitable Giving Before You Retire

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…

Time To Fill The Gaps In Medicare Coverage

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…

Do These 5 Things Before You Retire

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…

Social Security: Just Fix It Already

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…