7 Alarming Facts About Wealth Inequality: Bring On the Pitchforks?
Ray Dalio, billionaire founder of Bridgewater Associates, once warned that if America didn’t address its widening wealth gap, the rich might soon face mobs with pitchforks. Dalio stated, "I believe…
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Medicare Advantage Plans Receive Some Breaks For 2026
Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries…
Judge tosses Biden-era credit card late fee rule: What to know
A federal judge threw out a U.S. Consumer Financial Protection Bureau (CFPB) rule Tuesday that capped all credit card late…
Plan Your 2025 QCDs And RMDs Now
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right…
When Aging Parents Won’t Listen: Safety Concerns Versus Independence
The phone calls to us often start the same way: "My mom refuses to move out of her house, but…
Medicare Enrollment Trap: Incomplete Instructions
We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…
How Much Money You’ll Need
If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…
How President Trump’s Tariffs Could Impact Your Retirement
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
Mortgage rates tick lower for third straight week
Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market Survey, released…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
Is Senior Living The Antidote To Loneliness For Older Adults?
The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…
How To Declutter Your Retirement Finances
There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…
Delaying Medicare Enrollment Can Lead To Life-Long Penalties
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…