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,...
What Great Minds Say About the Power of Planning and How Their Wisdom Can Improve Your Future
Across centuries, cultures, and disciplines, the most accomplished thinkers and leaders have returned to the same insight again and again:...
When Should You Do Your Roth Conversions During the Year?
Roth conversions are one of the most effective planning strategies for managing taxes over your lifetime. When used thoughtfully, they...
“Optimizing” the Roth IRA
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way...
How Many and Who Are They? – Center for Retirement Research
Two recent reports on family caregivers capture the size and nature of caregiving activity. In terms of the number of...
