retirees

Money

Stagflation: What It Is and Why Retirees Should Care

Forget inflation; stagflation is the back-to-the-future buzzword on Wall Street, and it could spell bad news for retirees. While the…

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The Three Biggest Fears Keeping Retirees Up at Night

President Franklin Roosevelt famously said, “The only thing we have to fear is fear itself.” But let’s be real —…

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Highest Income Tax States for Retirees

You’ve probably already thought about where you want to retire. Destinations like Florida may be popular for retirement due to…

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What Retirees Need to Know About Taxes

Few of us enjoy paying taxes. But when you’re working, the task is usually pretty straightforward: Taxes are withheld from…

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Why Are So Many Retirees Renting Out Rooms In Their Homes, And Should You Join Them?

More retirees are going full circle and, just like they did in their 20s, are sharing a home with roommates.…

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How Tariffs Could Impact Affluent Retirees

When I started writing this article, my intent was to cover the impact on all retirees, not just those with…

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Retirement Taxes and the IRS: What Retirees Need to Know for 2025

As you transition into retirement, your financial landscape can shift dramatically. For some, gone are the days of a W-2…

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The Golden Window: A Top Tax Strategy for the Right Retirees

For retirees, tax planning presents unique financial challenges and opportunities. Among these opportunities is what financial experts call the “Golden…

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The Social Security Fairness Act: Good News for Retirees?

The Social Security system is insanely complicated. I often joke when I teach Social Security classes to certified public accountants…

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Private Jets Are Within Reach for Wealthy Retirees: Here’s How

One of the pleasures of retirement is finally getting to do some of the things you have dreamed of doing…

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