By Laurence J. Kotlikoff, Next Avenue Social Security’s Earnings Test tops my list for our government’s most senseless and personally financially destructive policy. The Earnings Test is a massive tax…
By Rachel Leland, Next Avenue As aging World War II veteran Johnnie Ray Toland started showing signs of Alzheimer’s, his family began searching for an assisted living home to care…
A couple typically plans for their retirement. What is frequently overlooked is the reality that, on average, women live longer than men. Few retirement plans prepare surviving women for what…
A couple typically plans for their retirement. What is frequently overlooked is the reality that, on average, women live longer than men. Few retirement plans prepare surviving women for what…
A new rule under SECURE 2.0 creates a great opportunity for IRA owners 70 ½ or older with charitable inclinations to get a prospective valuable tax benefit and keep cash…
The Author Wasted No Time In Solving His Dilemma A couple of months ago I wrote an article questioning whether getting a dog at this point in my life is…
Late last year, Congress passed and President Biden signed SECURE 2.0 legislation as part of the Omnibus spending bill. Enactment of this legislation is a clear signal that policymakers understand…
With President Biden’s veto of the Congress’s bipartisan joint resolution, ESG has been one of the hottest news stories in the financial world. Beyond the politics of it, proponents and…
Aging solo is about those individuals who are widowed or not married, live alone, and have no family or none they can count on. They are going through the last…
There is no denying the Biden Administration is pro working families. Take the Infrastructure Act which focuses on onshoring, bringing and keeping jobs in the US. Take another look at…