The Blog

Recently, the $2 trillion "Coronavirus Aid, Relief, and Economic Security" ("CARES") Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key... Read More

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act in 1997, are owned... Read More

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today's average 65-year-old woman will... Read More

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. At age 65, the Internal Revenue Service gives you a larger standard... Read More

It started in China, then spread to South Korea and Japan. Cruise ships have carried it; tourists have transported it. Now it's in Italy and Iran, Thailand and Taiwan, and more countries besides. It has infected... Read More

How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong... Read More

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's examine a few. Retirement means I can stop investing. In the past,... Read More

SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to... Read More