Retirement

If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused…

Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to…

Spousal benefits are commonly called family benefits; benefits available to family members. Let’s start with spousal benefits in order to…

This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid…

After retirement, people have self-reported that they miss the people more than the position or money. Not only are they…

Some of the most profound truths are those, once revealed, that seem self-evident. And that may also be the most…

Most of us recognize that legal means exist to assume control over an aging parent’s finances when their health declines.…

It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year is unusually important because of significant changes…

If you’re approaching retirement or have recently retired, it’s only natural that you’re looking forward to your newfound freedom. You…

According to the U.S. Census Bureau, over 31 million Americans claim Irish ancestry. They make up a large proportion of…