Retirees often bring debt into retirement. Nobody likes being in debt. Even so, it is hard not to take on debt at some point in
The SECURE 2.0 Act was passed in 2022. Preparing for retirement includes financial planning. People need to save money to help pay for goods and
The reality of Social Security is not what many expect. Although most Americans have heard of Social Security, few have an accurate understanding of it.
Certain transactions with retirement accounts can trigger penalties. Retirement accounts like IRAs can be wonderful investment tools for your golden years. Depending on the account,
Health insurance can feel overwhelming whether employed or retired. Medical care is valuable at any age. As adults grow older, they tend to require more
It is possible to retire abroad and speak English. There was an old joke making the rounds when Gretchen and I lived in West Germany
Retirees may be hit hard by inflation. The state of the economy impacts people in all life stages. While retirees may not be affected by
Retirement costs can add up fast. Life is full of surprises. Sometimes these can be expensive. With a fixed income in retirement, unanticipated expenses can
Moving to a new state requires a review (and possible update) of your estate plan and other consideration. Life has changed significantly since 2020. People
Owning a family business requires thoughtful succession planning. Family businesses come in all shapes and sizes. Some offer goods. Others offer services. According to a
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