Browsing Category
Retirement
Top Social Security Strategies For Married Couples
Do your homework to decide the best way to claim Social Security benefits.gettyIf you’re married, it’s critical that you maximize the money you and your spouse will each receive from Social Security over both of your lifetimes. That’s…
Emotions, Ego, & Envy: Avoid Financial Failures With “Clear Thinking”
One of the best books of 2023—and one sure to land on my list of Advisor Resources for Financial LIFE Planning—was published near the year’s end. I’ve been following Shane Parrish’s work for years as the creator and curator of the Farnam…
How To Deal With Aging Parents Who Refuse Help With Finances
Trying to get financial control can be a highly frustrating problem for adult children. They have been appointed as agent on an impaired parent’s Durable Power of Attorney (DPOA), but the parent stops them from getting involved. The dilemma…
The Most Often Overlooked Step In Retirement Planning
A solid retirement plan begins with a vision, not a spreadsheet.Photo by Jovan Vasiljević on UnsplashWhen it comes to retirement planning, conversations often center around portfolio management and investment strategies—what…
Higher Social Security Benefits May Mean A Tax Bill For Seniors This Year
Social Security recipients could be in for an unpleasant surprise this tax season.gettySeniors saw a boost in Social Security benefits in 2023 to offset the rising cost of living. But there could be a downside—the increase may result in a…
6 Tips To Maximize Your Social Security Benefits
6 hacks to maximize your social security benefits.gettyEveryone nearing retirement always seems to have a ton of questions surrounding how to maximize their Social Security benefits. These questions range from “When should I take Social…
Ditch The Money Guru Debt Drama: It’s Time For Personalized Planning
Personal finance is like politics and religion. People live and die over doctrinal debates that too often take the discussion to polarizing ends and away from the root issues and optimal guidance.Much of the debate in financial planning…
Advice On What Will Make You Happy Living In Mexico, From The Experts
How happy would you be living in Mexico?In order to get some useful guidance, we asked the experts what they thought; not only expats who moved here, but also the Mexicans who were born and live
Jet Metier getting a massage in Mahahual, in…
What Can You Do About Aging Parents’ Depression?
We’ve probably all heard about the loneliness pandemic in media reports. We hear about the national mental health crisis too. No one is free from risks to our mental health, though clearly some do better than others in keeping the risks…
Golden Bachelor Wedding Sparks Conversations About Gray Divorce And Its Financial Consequences
THE GOLDEN BACHELOR - "Finale and After the Final Rose (108)" - Jesse Palmer hosts as the emotional conclusion of Gerry Turner's journey plays out in front of a live studio audience and he's joined by his final two women for the first time…