Money

The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right…

The phone calls to us often start the same way: “My mom refuses to move out of her house, but…

We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…

If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…

Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market Survey, released…

Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…

For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…

The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…

There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…

As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…