Browsing: Retirement

On this episode of “Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes’ list of the Best Places To Retire…

I think I’m reasonably self aware, so it came as a surprise when my wife, Mika, recently told me that I needed to work on my…

he Joint Committee on Taxation has just released the attached description of the tax provisions contained in the reconciliation legislation and it provides for a $15…

I recently returned from the Healthy Aging 2025 Conference at Stanford University, sponsored by the Longevity Project. This fascinating conference focused on research-based solutions for improving…

With the U.S. divorce rate at about half of all marriages, blended families are a part of society’s landscape. Many divorced parents do remarry and have…

Introduction Sometimes the most important estate planning steps are simple, little or no-cost, common sense things that are just overlooked. Here’s one: the emergency envelope. You…

There are more older people living alone in the U.S. than you might think. As of the most recent U.S. Census Bureau data (2023 estimates), about…

Over the last several years, prior authorization has become a hot topic. Nearly all those who have Medicare Advantage plans must deal with it for medical…

The tax advantages of a health savings account (HSA) are unique, even better than any IRA or 401(k) plan. As a result, an HSA is like…

Recently, a North Dakota woman was charged with killing her boyfriend to get his inheritance. The man was expected to inherit $30 million, and officials believe…