The Coffeehouse Investor Blog

Scams targeting seniors have become alarmingly common, often exploiting their trust and unfamiliarity with rapidly evolving technology.

Some individuals, despite having substantial wealth, find themselves grappling with loneliness and isolation, especially in retirement.

Over the past twenty-five years, I have written about the importance of building a “financial team” to help guide you in financial matters when cognitive and health issues set in.

The most effective way to keep your Income-Related Monthly Adjustment Amount (IRMAA) from creeping into the next tax bracket is by decreasing your modified adjusted gross income.

Is it time for you or a loved one to consider a move to assisted living? From personal experience, it can be a challenging and emotional decision.

With nearly 70% of retirees needing some type of long-term care, does your financial plan include this unexpected expense?