Retirement

University of Southern California professor and storytelling sage Robert McKee said this about character: “True character is revealed in the…

Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries…

Ray Dalio, billionaire founder of Bridgewater Associates, once warned that if America didn’t address its widening wealth gap, the rich…

For much of our life, school systems and workplaces teach us the next steps. We learn in elementary school the…

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…

Updated, March 27, 2025: This post has been adjusted to clarify fraud issues and new Social Security directive relating to…

Frank Bisignano, President Donald Trump’s nominee to lead the Social Security Administration (SSA), faced questions about the agency’s future during…

We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…

If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…