Articles On:Retirement Planning, Elder Law, and Senior Finance
Cyber Fraud and Seniors: Don’t Be a Victim
Eric Iversen, author of “How to Be Cyber Safe + Savvy,” a guide for seniors ...
How Tax Rules Change as You Age
Your life changes in many ways when you get older. But there’s something else that ...
Happy As a Semi-Retired Independent Contractor
Jennifer Morley worked as a high school teacher in Hillsborough County, Florida, teaching economics, psychology, ...
How a Roth Can Defuse a Retirement Tax Bomb
A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of ...
Plan to Live Long: Retirement Advice
When thinking about retirement it pays to plan to live long, to assume longevity and ...
Reasons to Resist BNPL
Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) ...
Retirement: Problems with the 4% Rule
The best-known retirement withdrawal strategy has some weaknesses. Here’s what you should know about the ...
Social Security Decisions Involve Both Spouses
Social Security decisions involve both spouses. Getting the most out of your Social Security benefits ...
Should You Pay Off Your Mortgage Before Retirement?
If you plan to pay off your mortgage before retirement, you’re not alone. But that ...
Does a Lump-Sum Payout Make Sense?
Sometimes a lump-sum payout makes sense when planning for retirement. Many employers that provide defined-benefit ...
