Browsing: Personal Finance

The daughter of a client called me because she was concerned about how much her mother paid for cataract surgery. She has a Medicare supplement, met…

The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public education programs on this topic by…

Sunk cost, opportunity cost, and the endowment effect. You may expect these textbook-weight words to show up in the classroom. You may even imagine how understanding…

The author suggests that when it comes to retirement decisions, we may not be asking the right questions. As the Jodie Foster character in True Detective…

When Older Americans Month (May) was established in 1963, only 17 million Americans had celebrated their 65th birthday. Today over 60 million of us can claim…

In my first report from Alaska, I focused on the policy discussions in the state regarding retirement issues. Today, I’m sharing a bit more about my…

Some think of the generation of Baby Boomers (78 million people were born into this category) as being healthy and independent. But is this accurate? Are…

The amount Americans believe they will need to retire comfortably has increased faster than inflation, but what they are saving has dropped, a recent survey said. …

The IRS is mailing compliance letters, known as CP59 notices, “on more than 125,000 cases where tax returns haven’t been filed since 2017.” According to the…

The Inflation Reduction Act of 2022 provides substantial tax breaks for homeowners who navigate the rules. Most of the breaks started in late 2023 or early…