Better plan on Social Security shortfall, advisors say
“We don't even include Social Security in our clients’ retirement income plans until they are ‘actually’ taking it.”
In Control at 50+ with Modern Gen X Women
Kerry is an incredible optimist and believes in and inspires women to purposefully craft their own futures.
Loving your job, but not your paycheck
Slightly more than half of U.S. workers (51%) say they are extremely or very satisfied with their job overall. More than two-thirds of workers said they are extremely or very…
Looming deadline for mandatory retirement withdrawals
If you turned 72 last year, though, it's time to start taking some of that nest egg out — by April 1
Job posting laws cause friction between employees and employers
More than a third (36%) of 1,300 HR professionals surveyed by the Society for Human Resource Management (SHRM) said this change caused more current employees to ask about receiving a…
How safe is your money?
“The vast majority of American households have bank deposits that are well below the $250,000 limit for FDIC insurance, which guarantees these households that their money is safe,” Mark Zandi,…
Easy way to Invest your tax refund in I bonds
I bonds can be a helpful way to grow your money and benefit from a historically high inflationary period.
Retirees face hassle with Medicare Advantage, study finds
In 2022, virtually all Medicare Advantage enrollees (99%) were enrolled in a plan that required prior authorization for some services.
Author questions ‘frugality, saving, and investing’
when I sit with the dying they regret that they didn't let their relationships and joys and passions compound. Almost none of them say, I really regret that I didn't…
Author and Retirement Expert Mark Miller: “Make Social Security bigger”
There are things that can be done relatively late in the game.