Browsing: Retirement

In response to the recent burst of inflation, the government increased Social Security benefits significantly in the past two years. But compared to average pre-retirement income,…

Eligible? One in five low to moderate earners eligible to receive a check from the U.S. Treasury aren’t aware that they need to take action now…

In spite of all the changes to work-life over the past few years following the pandemic, one thing that has stayed consistent is the sense of…

For aging parents who were responsible enough to do estate planning, the lawyer who put their will and trust together had them appoint a power of…

When a large, unexpected expense crops up, you don’t want to increase the cost by using a less-than-optimum way to raise the needed cash. Explore the…

The battle goes on with aging parents who are living alone or without family nearby and their adult children. From the kids’ point of view, their…

Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get…

There’s no such thing as “divorce benefits” in Social Security, but divorced spouses often are eligible to receive benefits based on an ex-spouse’s earnings record. Ex-spouses…

Earlier this week, I wrote of the news that IBM IBM was reopening its defined benefit (DB) plan. Their announcement was noteworthy for two reasons— IBM…

Married couples in or near retirement should know that the solo years, the period after one spouse passed away, usually are the most difficult period in…