With Baby Boomers aging and nursing home care costs climbing, obscure old sleeper laws on the books in more than half the states could come back to haunt the adult children of seniors who can’t pay for their own care. […]
News & Commentary
How Much Can You Spend in Retirement? By Rob Williams and Chris Kawashima, Charles Schwab, May 14, 2024 How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can […]
Selling a solo business can have a dramatic impact on your long-term wealth. By Ryan Derousseau, Senior Contributor, Forbes.com When private practitioners and solo entrepreneurs begin building their venture, the exit plan from the business is often furthest from their […]
By Sophia Duffy FA-Mag.com, October 18, 2023 Planning for potential disability, and particularly mental incapacity, is a cornerstone of a well-rounded financial plan. Women in particular are at a higher risk of becoming disabled, with 44% of women aged 65 […]
Changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education. By Neale Godfrey, Financial Literacy ExpertKiplinger.com, February 22, 2024 […]
Make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here’s how. By Janet Bodnar Kiplinger.com, Feb 17, 2024 After I wrote a series of columns in 2022 about elder care planning for family members, […]
There are some understandable questions you might encounter as you plan for retirement: By Melissa Horton Reviewed by Thomas J. CatalanoFact checked by Yarilet Perez There are some understandable questions you might encounter as you plan for retirement: Is it sensible […]
A Game Changer in Various Industries Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify […]
Estate Planning by Susan Hirshman, Charles Schwab, October 25, 2023 For family wealth to endure, it’s critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations. Family wealth can […]
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4 Tips for Aging in Place
Many retirees would like to continue living independently and in their own home as they age. By Susan Hirshman, Charles Schwab, Aug. 16, 2024 Q My husband and I are nearing retirement, and one of our goals is to stay […]