By Cindy Scott, CFP®, ChFC®, Charles Schwab, LinkedIn, May 2025 Natural disasters—from hurricanes, tornadoes, and wildfires to earthquakes and floods—are impacting more and more Americans with increased frequency and intensity. If it happens to you, it can feel emotionally and […]
News & Commentary
Opening a joint account provides a way to monitor an older person’s finances. By Ella Vincent, February 17, 2025 in Features, Kiplinger.com According to the National Institute on Aging, six million Americans age 65 and older are living with Alzheimer’s […]
Researchers at USC say that falling for financial scams could be a first sign of early Alzheimer’s disease. CNN Health via CNN.com Changes in how seniors value money can be a warning call for loved ones to get help for […]
After spending decades saving for retirement, you may feel a little uneasy when it comes time to start withdrawing and living off that money. What can you do to make it last? CharlesSchwab.com, Feb. 27, 2025 You may be surprised […]
10 areas worth assessing and adjusting where appropriate: By Jonathan I. Shenkman, Forbes.com The craziness of tax season is now behind us, and we are rapidly approaching the slow and sleepy summer season. Before investors checkout for a few months, […]
Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution. By Cindy Scott, Charles Schwab, Schwab.com TikTok may be great for fashion tips, but […]
Key Points CNBC Personal Finance, Oct. 31, 2024, CNBC.com Series I bonds will pay 3.11% through April 2025, the U.S. Department of the Treasury announced Thursday. Linked to inflation, the latest I bond rate is down from the 4.28% yield […]
The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement. By Mark Solheim, Kiplinger, August 21, 2024 I retired as editor of this publication a year ago, and although I miss the writers […]
Americans’ top regret is not starting to save early enough for retirement. Here’s how to tackle financial regrets. By Kathryn Pomroy, Kiplinger, published August 28, 2024 in NEWS. It’s not uncommon to have regrets, and as you get older, they […]
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Give Now or Leave an Inheritance? How to Balance the Options
You’ve saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider. By Deana Healy, CFP®, published April 6, 2025, Kiplinger.com […]