Spooked by Short-Term Volatility?
Short-term market fluctuations, like those we've seen recently, can be influenced by a variety of factors, including political events, economic data, and investor sentiment.
A Cautionary Tale
Scams targeting seniors have become alarmingly common, often exploiting their trust and unfamiliarity with rapidly evolving technology.
Dial It Up
Some individuals, despite having substantial wealth, find themselves grappling with loneliness and isolation, especially in retirement.
The Loneliness Curve and Your Social Capital
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.
IRMAA
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?
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.