Should You Pay Off Mortgage or Invest?
A while back, on the Boldin Facebook group, Linda asked about what she should do with a recent inheritance. She...
Taxing Inheritances Under the Income Tax is a Great Idea – Center for Retirement Research
But subjecting inheritances to the payroll tax in addition could be even better In a great new book, BC Law...
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
So much that is written about retirement planning is about rates of return, inflation, savings thresholds, tax mitigation, budgeting, asset...
KFF Health News: Kennedy Sharpens Vaccine Attacks, Without Scientific Backing
November 24, 2025 KFF Health News: Kennedy Sharpens Vaccine Attacks, Without Scientific Backing As the federal government prepares for the...
Study Finds High Level of Inequality Among Older Massachusetts Residents – Center for Retirement Research
In a recent podcast, I talk with Laura D. Quinby of the Center for Retirement Research at Boston College (CRR) and Luc Schuster of...
Use the Spend Safely in Retirement Strategy
One of the biggest fears you probably have about retirement is whether your money will last as long as you...
The Thinning U.S. Stock Market and Hedging Concentration Risk
There are about half as many stocks trading in the U.S. today as there were in 1996 — 4,010 vs....
KFF Health News: Complaints About Gaps in Medicare Advantage Networks Are Common. Federal Enforcement Is Rare.
November 20, 2025 KFF Health News: Complaints About Gaps in Medicare Advantage Networks Are Common. Federal Enforcement Is Rare. Along...
Low Inflation Does Not Mean Americans are Fine – Center for Retirement Research
High prices persist – making life less affordable – and further increases are on the horizon This year’s elections confirmed...
Gratitude and Money: How Thankfulness Supports Financial Success
There are surprising connections between being grateful and doing well with your money. And when you combine gratitude with a...
