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Budgeting and Financial Planning

New Rules in Estate Planning

Rodney Brooks
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July 5, 2022
Although we mark Older Americans Month this month, oldsters would be well advised to consider the Younger Americans in their estate planning. The Secure Act ( […]

Budgeting and Financial Planning

Is an Annuity Right for You?

Rodney Brooks
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July 5, 2022
Is an annuity right for you? One of Americans’ biggest fears is running out of money in retirement. In fact,  […]

Budgeting and Financial Planning

How ERISA Impacts Your Retirement

Rodney Brooks
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July 5, 2022
This federal law determines many of the rules for your 401(k) or pension. The Employee Retirement Income Security Act is a federal law enacted in 1974 that protects… […]

Budgeting and Financial Planning

The Impact of Climate Change on Retirement Planning

Rodney Brooks
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July 5, 2022
Climate change could impact your health and budget in retirement. Climate change is affecting us in ways no one could have imaged just a few years ago, and those… […]

Budgeting and Financial Planning

What Is a Spendthrift Trust?

Rodney Brooks
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July 5, 2022
A spendthrift trust gives you some control over how your beneficiaries can spend inherited funds. There are times when you want to take care of your children in… […]

Financial Literacy

A 401(k) Versus a 403(b) for Retirement Savings

Rodney Brooks
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May 31, 2022
You can save for retirement in a 401(k) plan or a  […]

Budgeting and Financial Planning

How Retirees Can Cope With Inflation

Rodney Brooks
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May 31, 2022
After years of low inflation, many retirees are now concerned about rising prices. Costs for cars, food and gasoline are up, mainly because demand spiked when the economy… […]

Be sure to check out "Fixing the Racial Wealth Gap" by Rodney Brooks

"Rodney A. Brooks's “Fixing the Racial Wealth Gap” is one of the best written and most prescriptive books I’ve read on this prickly subject. Using powerful stats, stories and insightful wisdom, it is written from the heart, mind, body and spirit … plus years of research and thought as a mainstream journalist. Fixing the Wealth Gap is revealing, humorous, instructive and sobering." - Dr. George C. Fraser