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Wednesday, August 20
Retirement
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind…
For much of our life, school systems and workplaces teach us the next steps. We learn in elementary school the…
University of Southern California professor and storytelling sage Robert McKee said this about character: “True character is revealed in the…
Ray Dalio, billionaire founder of Bridgewater Associates, once warned that if America didn’t address its widening wealth gap, the rich…
Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries…
An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long…
In homes across America, a quiet crisis is unfolding. The “sandwich generation” – adults simultaneously caring for their children and…
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…