More retirees are going full circle and, just like they did in their 20s, are sharing a home with roommates.…
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When I started writing this article, my intent was to cover the impact on all retirees, not just those with…
Read More »As you transition into retirement, your financial landscape can shift dramatically. For some, gone are the days of a W-2…
Read More »For retirees, tax planning presents unique financial challenges and opportunities. Among these opportunities is what financial experts call the “Golden…
Read More »The Social Security system is insanely complicated. I often joke when I teach Social Security classes to certified public accountants…
Read More »One of the pleasures of retirement is finally getting to do some of the things you have dreamed of doing…
Read More »For retirees with substantial incomes, managing tax obligations is a critical aspect of financial planning. One strategy that offers both…
Read More »From President Trump’s overhaul of the Federal government to tariffs and inflation, there is a lot to keep retirees up…
Read More »Editor’s note: This is part two of a three-part series about making the most of the changes in Social Security…
Read More »Retirees naturally want to get the most out of the money they spent a lifetime saving — but sometimes Uncle…
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