Andy Gullahorn, a gifted singer-songwriter, recently delivered a gift of his own with an unlikely wrapper. Using a provocative metaphor, he asks: “Does it really count as…
Key Takeaways Less than half of people saving for retirement are on track to maintain their current lifestyle in retirement, according to Vanguard. Older Gen Z workers…
What if the most important part of retirement planning happens in a window most people overlook?Most people think of retirement in two stages: accumulation, when you save…
Key Takeaways Howie Buffett is a philanthropist, farmer, and the middle child of Warren Buffett. After Warren dies, Howie is set to become Berkshire Hathaway’s non-executive chairman.…
Ensuring you don’t outlive your assets is a key concern for pre-retirees and retirees.Here are eight tips to help make your money last in retirement.1. Add to…
For many adult children, there is a desire to keep Mom or Dad safe as their abilities decline. The aging parents have more physical problems. They seem…
If you have Medicare Part B and/or Medicare Part D prescription drug coverage, you could owe a monthly surcharge based on an income-related monthly adjustment amount (IRMAA).…
As a longtime financial adviser, I’ve met many people who have at least a basic plan for managing their portfolios in retirement.Most have a good idea of…