For many, two big family holidays are coming up.  It may be a perfect time for families to talk about their finances.

It may well be a perfect time for a family… […]

Parents and grandparents once thought it was cute to gift a child a single share of Disney or a savings bond. It was practical, and besides introducing a new generation to… […]

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 cut back… […]

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… […]

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… […]

It’s a big deal anytime someone decides to start a business, but it’s an especially big deal if you decide to do it after you retire.

“I applaud the effort of people… […]

Here’s a familiar “grey divorce” scenario – almost.

The couple came to financial planner Beau Henderson’s office after the husband was offered an early retirement… […]

The impact of the pandemic along with low tax rates makes 2021 an opportune time to convert a traditional  […]

Long-standing income and wealth disparities along with low savings rates have endangered retirement readiness for millions of elderly Black Americans, who still haven't… […]

It's not hard to see the logic. If you wait until you are 70 to take your Social Security benefit, you will receive monthly payments that are 32% higher than the benefits you… […]

Some retirees are happy, while others are downright miserable. According to financial planners, what separates the  […]