The Blog

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... Continue Reading

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... Continue Reading

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,... Continue Reading

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... Continue Reading

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don't appear to amount to a... Continue Reading

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here's a quick look at them. *Next year, you can put up to $6,000 in any type of... Continue Reading

You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact,... Continue Reading

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. ... Continue Reading