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Dell’s $6B Gift Fixes A Small Flaw In Trump’s Child Accounts
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest benefits will still go to higher-income families – not those…
What’s Your Plan For Financial Security In Retirement?
Are you worried that you won’t have enough money to last throughout your retirement? Unfortunately, “worry” is not a strategy!…
Business Succession And Potential Gift Of Goodwill
As a business owner you might wish to gift your business to a child or other designated heir. The problem…
Facing Financial Stress? Is Your 401(k) A Lifeline, Or A Risk?
For many Americans, their largest single source of savings isn’t a checking account or savings account — it’s their employer-sponsored…
Financial Planner Explains Coast FIRE Vs. Financial Freedom
Coast FIRE and financial freedom are both great goals to work towards. If you are just getting started, the main…
3 Planning Issues At Year-End 2025 For Nonqualified Retirement Plans
Nonqualified deferred compensation (NQDC) plans let employees and executives defer income for retirement or other purposes beyond the yearly limits…
How To Dodge The Sequence Of Returns Trap In Retirement
Retirement is meant to be a reward for decades of work and saving. But for many, one hidden risk quietly…
What The Data Really Shows
For years, it has been conventional wisdom that Millennials and Generation Z are chronic job-hoppers, switching employers more often than…
Medicare Part B, Other Costs Increasing In 2026—What Else Is New?
On November 14, the Centers for Medicare and Medicaid Services announced the premiums, deductibles and costs for Medicare Part A,…
New Ways To Close The Care Navigation Gap For Seniors And Families
Navigating the highly complex and deeply fragmented systems of medical and long-term care is one of the biggest challenges family…
What To Notice When You Visit Aging Loved Ones Over Holidays
Concerned for your aged 80+ aging parent, you call regularly. Mom sounds good on the phone and offers no complaints.…
What Do We Really Want Beneath What We Say We Want?
Andy Gullahorn, a gifted singer-songwriter, recently delivered a gift of his own with an unlikely wrapper. Using a provocative metaphor,…
Will Your Aging Parent Be Miserable In Assisted Living?
For many adult children, there is a desire to keep Mom or Dad safe as their abilities decline. The aging…