The Overlooked Role of Tax Deductions in Roth Conversion Planning
Most conversations about Roth conversions focus on tax brackets and marginal tax rates. But before tax brackets even come into...
KFF Health News: Doctors Increasingly See AI Scribes in a Positive Light. But Hiccups Persist.
January 27, 2026 KFF Health News: Doctors Increasingly See AI Scribes in a Positive Light. But Hiccups Persist. When Jeannine...
Higher Medicare Premiums Will Eat Up More than 25% of Social Security’s COLA – Center for Retirement Research
Too much of our national and personal resources are being used to pay for healthcare. In November, the Centers...
Mandatory Retirement Ages: Pros, Cons, and Why Age Alone Falls Short for Planning
Retirement is not a number. It is not a bank account balance—and it certainly isn’t an arbitrary age. It’s more...
KFF Health News: These 3 Policy Moves Are Likely To Change Health Care for Older People
January 23, 2026 KFF Health News: These 3 Policy Moves Are Likely To Change Health Care for Older People Month...
Marriage Can Be Great for Your Finances – but Avoid These Three Mistakes – Center for Retirement Research
What can go wrong? Being in a couple complicates your decision-making. From an economist’s perspective, one advantage of marriage is...
Aging Parents and Finances: How to Protect Them Without Taking Over
For many people, retirement planning eventually expands beyond their own finances. It begins to include aging parents and other relatives,...
Own Your Time – Book Giveaway
My friend Andy Hill from Marriage Kids and Money just launched a new book called Own Your Time. I’m giving...
Why Do Older People Get Lower Returns on Their Homes? – Center for Retirement Research
The brief’s key findings are: Buying and selling a home are big financial decisions for most Americans. Research to date focuses on...
How to Live a Long Life: 15 Habits of Happy and Healthy Aging
There are probably thousands of articles published every day on how and why to eat well and exercise. And yes,...
