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5 Resources For Long Life Learning
One of the keys to positive aging in post-retirement life is staying relevant and engaged. When we were working for organizations, professional development was an expectation. If we had technology…
IRS Gives IRA Providers More Time To Implement SECURE 2.0 Changes
The IRS has extended the deadline to make certain amendments for IRAs, SEP arrangements, and SIMPLE IRA plans to December…
Overlooked Strategies For Health And Longevity In Retirement
If you’re in your 60s or beyond, hopefully you’re focusing on improving the foundations of your health and longevity, including…
How Spouses, Ex-Partners, and Survivors Can Claim What They’re Owed
The Social Security Fairness Act, signed into law on Jan. 5, 2025, eliminated the Windfall Elimination Provision (WEP) and the…
Fix Your Drug Plan by Dec. 7
In mid-January 2025, I received a very ballistic email from a woman new to 65 Incorporated. It appears she was…
Foundations Of Health And Longevity In Retirement
If you’re like most people in their 60s and 70s, you’re managing a few health conditions—some merely inconvenient, others that…
Trump Accounts vs. Baby Bonds: Who Truly Benefits?
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest…
Balancing Health, Longevity and Finances
Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition,…
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…
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!…
3 Tips To Help Prepare You For Retirement
As an alum of the Modern Elder Academy, participants have opportunities to participate in numerous webinars in which people share…
Finding A Grittier Gratitude In The Midst Of Suffering
Meeting with friends for lunch this week, I had the pleasure of hearing them reflect on their lives, their marriage,…
How Timing Impacts RMDs, Roth Conversions, And Year-End Taxes
A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting…