Uncategorized Questions

This breaks my heart. Below are two messages I received recently, describing the compounding of grief and financial disaster in...

In the coming months, millions of seniors will file their tax returns – and many other seniors will think there...

Time is growing short for parents of high school seniors (and those returning to college for the 2026-27 school year)...

A decade ago the insurance industry made a huge annuity sales pitch to pre-retirees, offering them “variable” or “indexed” annuities...

With so much attention focused on the stock market, the housing market has faded into the background a bit. Sellers...

With the prices of gold and silver bullion making all-time highs, many people are thinking about turning grandma’s sterling silver...

Gold and silver prices have soared in the midst of global geopolitical uncertainty, concerns about the global role of the...

This is the perfect moment for retirees to review their investment exposure and – if you will be over 73...

Now, things are going to get tough for “chicken money” holders. Your self-discipline is about to be tested as short-term...

There’s an old Wall Street saying: “No one ever rings a bell at the top.” Only in hindsight do we...

It’s the holiday shopping/scamming season. And that makes it a good time to think about protecting yourself from the dangers...

Every senior on Medicare should be intimately familiar with IRMAA – the initials that stand for Income Related Monthly Adjustment...

This is the time of year when I typically offer financial planning advice to those who have the flexibility to...

Suddenly millions of working Americans can no longer afford “Obamacare” health insurance, as premium subsidies have been removed. But there...

Once upon a time parents and children sat down together for the toughest talk: the birds and the bees. Now...

You may have seen videos making the rounds on TikTok or other social media. Or even a recent op-ed in...

Time flies – and never so quickly as we approach the annual deadline for taking a Required Minimum Distribution from...

The weeks between October 15th and December 7th are Open Enrollment – where seniors must make critical decisions that will...

You may not be taking prescription drugs when you sign up for Medicare at age 65, or when your work...

Last week’s column explained the key decisions you must make about Medicare – either when you initially enroll, or during...