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Retirement
The Most Often Overlooked Step In Retirement Planning
A solid retirement plan begins with a vision, not a spreadsheet.Photo by Jovan Vasiljević on UnsplashWhen it comes to retirement planning, conversations often center around portfolio management and investment strategies—what…
Higher Social Security Benefits May Mean A Tax Bill For Seniors This Year
Social Security recipients could be in for an unpleasant surprise this tax season.gettySeniors saw a boost in Social Security benefits in 2023 to offset the rising cost of living. But there could be a downside—the increase may result in a…
6 Tips To Maximize Your Social Security Benefits
6 hacks to maximize your social security benefits.gettyEveryone nearing retirement always seems to have a ton of questions surrounding how to maximize their Social Security benefits. These questions range from “When should I take Social…
Ditch The Money Guru Debt Drama: It’s Time For Personalized Planning
Personal finance is like politics and religion. People live and die over doctrinal debates that too often take the discussion to polarizing ends and away from the root issues and optimal guidance.Much of the debate in financial planning…
Advice On What Will Make You Happy Living In Mexico, From The Experts
How happy would you be living in Mexico?In order to get some useful guidance, we asked the experts what they thought; not only expats who moved here, but also the Mexicans who were born and live
Jet Metier getting a massage in Mahahual, in…
What Can You Do About Aging Parents’ Depression?
We’ve probably all heard about the loneliness pandemic in media reports. We hear about the national mental health crisis too. No one is free from risks to our mental health, though clearly some do better than others in keeping the risks…
Golden Bachelor Wedding Sparks Conversations About Gray Divorce And Its Financial Consequences
THE GOLDEN BACHELOR - "Finale and After the Final Rose (108)" - Jesse Palmer hosts as the emotional conclusion of Gerry Turner's journey plays out in front of a live studio audience and he's joined by his final two women for the first time…
The Surprising Power Of A Singular Priority In Money And Life
I’m a professional prioritizer. As a financial advisor, it’s not my preferences that I am responsible for articulating nor my priorities that I am duty-bound to help order, but my clients’. And after 26 years in this business, I have no…
Cautionary Tale: A Romance Scam Can Fool Your Lonely Aging Parent
Lonely senior (LS), after a failed marriage, had not dated much for several years. She finally decided to try a dating app for older people. She’s attractive, professional, still working and very smart. She had not had much experience with…
Learn From People Who “Retired” Early
These people "retired" early by adopting a nontraditional lifestyle and using creative strategies.gettyIf you want to retire early but don’t have enough financial resources, you can still turn your retirement fantasies into reality by…