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Medicare

Happy Birthday, Medicare!

Rodney Brooks
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November 4, 2021

More than 50 years ago, on July 30, 1965, President Lyndon Johnson signed Medicare into law, saying at the time, “I’ll spend the goddamn money,” he said. “I may cu […]

Uncategorized

End the "Paper Chase" of Financial Records

Rodney Brooks
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November 4, 2021

Mitchell Katz, partner at CA Wealth Management in Bethesda, Maryland, said one reason he and other financial advisors are so busy is because people were stuck home during the p […]

Budgeting and Financial Planning

6 Ways to Help Your Aging Parents With Investments

James Royal
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November 4, 2021

Talking about finances is rarely easy, and it can be even more difficult when you need to have this conversation with your aging parents. Regardless of whether they’ve s […]

Retirement Living

What Are Unclaimed Retirement Benefits and How to Find Them

Rodney Brooks
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October 22, 2021

Baby boomers have worked an average of 12 jobs, according to the U.S. Bureau of Labor Statistics. During each job change, retirement accounts can get lost in the shuffle. Event […]

Retirement Living

What Are Unclaimed Retirement Benefits and How to Find Them

Rodney Brooks
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October 22, 2021

Baby boomers have worked an average of 12 jobs, according to the U.S. Bureau of Labor Statistics. During each job change, retirement accounts can get lost in the shuffle. Event […]

Retirement and 401(k)

Mega Backdoor Roths: How They Work in 2021

Rodney Brooks
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October 4, 2021

If you like the idea of a Roth, then you’re going to love the supersize version, known as a mega backdoor Roth.

If fortune smiles on you, this strategy could allow […]

Retirement Living

The Future of Social Security

Rodney Brooks
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September 24, 2021

Social Security paid more than $1 trillion in benefits to 65 million recipients in 2020. Since 2010, the system has been bringing in less revenue than it pays out in benefits a […]

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