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 […]

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 […]

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 […]

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 […]

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 p […]

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 reti […]

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 recover […]

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 w […]

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