Money

There seems to be a lot of confusion about whether you can pay your Medicare premiums from your health savings…

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include…

In late January, I talked with Bill, a client whose job, along with his healthcare insurance, was eliminated and he…

Start Early and Get to Know the Social Security Program I have been advising people for years now on the…

What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an…

I’m not trying to convince you to give more—or to give at all, for that matter. I don’t have to,…

How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for…

How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate…

Wealth – the difference between what people own and what they owe – serves as a financial buffer in an…

This piece is written in collaboration with a colleague of mine, Amir Noor, CFP®, director of financial planning at United…