Hello everyone. This week, I’m talking about women and retirement savings. Planning and saving for retirement may seem like goals far off in the future, yet saving should start early and continue throughout …

Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for …

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over …

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they …

Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal …

Thinking About Retiring at 65? It might be harder and not as smart as you think. As we live longer, our retirements are becoming longer, which means people collect Social Security for longer. …

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or …

Longevity risk in retirement is both our friend and our foe. Of course, a long healthy life sounds quite appealing. But longevity is also one of our biggest risks in retirement, especially for …

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman …

In this week’s episode of my podcast, I’m talking about housing matters. Because where we end up living in retirement is a big issue that many pre-retirees begin to think about. I know …

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1 Getting a divorce is …

In this week’s podcast I’m talking about the growing concern over volatility in the current stock market and a question that’s on the top of everyone’s mind: Is this the beginning of the …