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Why Managed Accounts Outshine Target Date Funds As You Near Retirement
What’s better than a set-it-and-forget-it retirement savings strategy? Since 2006, 401(k) plan sponsors have been able to effortlessly encourage their employees to save. Moreover, the preferred savings vehicle—the target-date fund—clearly…
Medicare Enrollment Trap: Incomplete Instructions
We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…
Dr. Meir Statman’s Fourfold Framework For Financial Well-Being
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…
Delaying Medicare Enrollment Can Lead To Life-Long Penalties
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…
As Tariff And Market Anxiety Rises, How Will Your Generation React?
“Oh, sh--. OK.” That was RH CEO Gary Friedman’s real-time reaction during an April 3 CNBC interview as he watched…
Here’s What It Takes For You To Securely Retire At 60
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone…
A Second Trump Shock To Programs For Seniors And People With Disabilities
The Trump administration has cut by more than 40% the staff that oversees critical federal programs for older adults and…
Do You Have Enough Courage For These 5 Retirement Challenges?
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead…
How Senior Side Gigs Turn Hobbies Into Income In Your Golden Years
Who knew those pleasant diversions that helped you unwind from the rat race during your working years could actually make…
Plan Your 2025 QCDs And RMDs Now
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right…
When Aging Parents Won’t Listen: Safety Concerns Versus Independence
The phone calls to us often start the same way: "My mom refuses to move out of her house, but…
Next Up For Social Security And The IRS: No More Paper Checks
The federal government must stop issuing paper checks by September 30 in favor of direct deposit, prepaid cards, or other…
Trump Abolishes The Office That Supports Many Seniors And People With Disabilities
The Trump Administration is abolishing the office that manages and coordinates most federal programs for older adults and younger people…