Finance

Recently, I was on a company trip with my husband who is a wealth advisor. It was an awards trip for high performers in his profession. It has been fun over the years to meet people across the country and become friends. In past years, the conversations focused on sharing…

The IRS is asking for comments about a new way to save for retirement. The super-charged saver’s match builds on the existing saver’s credit and has been described as “an important opportunity to improve the long-term financial security for millions of low- to moderate-income Americans.” Under the plan, beginning in…

This is a true story. We participated in this case, consulting at AgingParents.com. Vulnerability can come on suddenly for a solo ager. Aging veteran (AV) was living alone, and was trying to work out his life as he experienced physical changes. He was okay, he thought. Until he got Covid.…

There’s been a growing interest lately in phased retirement, as indicated by the results of several surveys. For example, more than half (52%) of pre-retirees wish to continue working in some way after they retire, according to The Retirement Outlook of the American Middle Class, a survey whose results were…

Seven GOP-led states have filed a lawsuit challenging the Biden administration’s most recent student debt forgiveness plan, accusing the U.S. Department of Education (DOE) of taking steps to cancel loans beginning as early as this week. The lawsuit comes nearly a week after the Supreme Court denied the Biden administration’s…

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