A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent
© LightField Studios / Shutterstock.com A 67-year-old retiree with $920,000 in savings and a $2,800 monthly Social Security…
Social Security recipients could receive a large COLA adjustment, forecasters say. Here’s how they can earn 4% on their money now.
Social Security recipients may get a big COLA adjustment at the end of the year, but they don’t…
Can AI help manage your money? Risks and benefits of using AI for budgeting and finances
As more people turn to artificial intelligence for help with everyday tasks, from planning workouts to picking outfits,…
The TSP and Required Minimum Distributions (RMD)
Retired Thrift Savings Plan (TSP) participants who retired from federal service either as a CSRS/CSRS Offset-covered employee or…
Infrastructure Decides Who Wins in Alternative Investments
Alternative investments are no longer a niche allocation reserved for ultra-high-net-worth investors and institutions. Capital from mass affluent…
United Way brings dose of real life to Hays 8th graders with ‘Reality U’
Reality U at Hays Middle School. Photo by United Way of Ellis County United Way of Ellis County…
My parents are in their early 60s with no savings, a mortgage, and $2,400 in Social Security – where can they afford to live?
A Reddit poster recently turned to the Internet to get some advice about his mom and dad. The…
bQuest Launches Organic Growth Tool for Advisors on Aging
Denver-based financial technology firm bQuest, a platform built to help advisors give clients vetted aging care-related services, has…
Your Estate Plan Might Be Worthless the Moment You Need It Most – Law.com
Your Estate Plan Might Be Worthless the Moment You Need It Most Law.comContested estates are becoming more common –…
Stop Asking For a Financial Advisor’s Credentials. Here Are Two Questions That Actually Matter.
Most people walk into a financial advisor’s office with the wrong checklist. They ask about the CFP after…
‘If your financial adviser is earning a commission, I say, run’: An investing expert’s advice | Money
Jeremy Schneider has a $4m portfolio and says he spends about five minutes a year managing it. Investing,…
Texas probate rules for executors and beneficiaries
Q: My mother died recently. One of my siblings is a lawyer, so my mother had him write…