Aug 12, 2025
Clearing Up Confusion: What the New Tax Law Really Means for Seniors and Social Security Many of you received an email from the Social Security Administration on July 3 about the new tax law called the “One Big, Beautiful Bill.” I want to clear up some confusion,...
Dec 22, 2022
No matter your age, your profession, or your season of life, reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or...
Dec 1, 2022
For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...
Jun 4, 2020
My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...
Nov 27, 2018
Sound fiscal stewardship is key for older investors just as the stakes get highest for their nest egg. THE INTERNET AND mutual funds have given investors knowledge and independence previous generations might never have imagined. But many, perhaps most, continue to...
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