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Articles On:Retirement Planning, Elder Law, and Senior Finance

February 1, 2023

Happy As a Semi-Retired Independent Contractor

Jennifer Morley worked as a high school teacher in Hillsborough County, Florida, teaching economics, psychology, ...

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semi-retired and calling the shots. Happy senior on phone and computer
January 25, 2023

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 ...

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couple-retirement-planning, possibly hoping to defuse a retirement tax bomb. Image by Yuri Arcurs.
January 18, 2023

Plan to Live Long: Retirement Advice

When thinking about retirement it pays to plan to live long, to assume longevity and ...

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plan to live long retirement- couple doing financial planning
January 11, 2023

Reasons to Resist BNPL

Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) ...

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January 4, 2023

Retirement: Problems with the 4% Rule

The best-known retirement withdrawal strategy has some weaknesses. Here’s what you should know about the ...

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Senior with daughter on computer
December 28, 2022

Social Security Decisions Involve Both Spouses

Social Security decisions involve both spouses. Getting the most out of your Social Security benefits ...

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Old Couple Drinking Coffee in shop smiling
December 21, 2022

Should You Pay Off Your Mortgage Before Retirement?

If you plan to pay off your mortgage before retirement, you’re not alone. But that ...

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financial-pay-off-mortgage
December 14, 2022

Does a Lump-Sum Payout Make Sense?

Sometimes a lump-sum payout makes sense when planning for retirement. Many employers that provide defined-benefit ...

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retirement-planning-lump-sum
December 7, 2022

Retiring Early? Nail Down Health Insurance

If you’re 65 or older when you retire, you can rest easy knowing that you’ll ...

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November 23, 2022

Financial Help: A Company For Women

Kiplinger talked to Stacy Francis, CEO of Francis Financial and founder of Savvy Ladies (www.savvyladies.org), ...

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elder woman receiving financial help from a advisor
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