Retirement

Can you afford to retire if you have $1 million in savings? As with many questions, the answer is “It…

Despite President Trump’s repeated promises that “we’re not touching Social Security, other than to make it more efficient,” it appears…

Passing money from one generation to the next in trust can have its pitfalls. Often when a trust is created,…

When I talk to prospects and clients about retirement investing, no one usually thinks about what companies are inside their…

Many investors who prospered from gold’s bull market will be surprised by how profits on their gold investments are taxed.…

Hustle culture and the ever-shortening form of advice have led to the deification of undying devotion — whether to a…

Before moving from a state or establishing a second home, know how the state you currently reside in will react.…

Semi-retirement can offer important financial and lifestyle advantages to people in their 50s, 60s, and early 70s. By not quitting…

Introduction U.S. Rep. Randy Feenstra (R-Iowa) introduced a bill called the Death Tax Repeal Act on Feb. 13, 2025, with…

Here are two situations I reviewed recently. A 74-year-old man got a bill for his colonoscopy. He thought this was…