5 Money Mistakes Not to Make With Your Midlife Partner

If you’re remarried or living with a significant other at midlife, managing your money together may look different than when you were younger. When you’re married for the first time and starting out in adult life, the two of you typically grow, and dev… Continue reading

What to Know Before Hiring a Bank’s Financial Adviser

Looking for investment advice in midlife can be tricky, so many of us turn to experts for help. But sometimes, those “experts” can be more harmful than helpful. Sadly, I speak from experience. I thought smooth-talking salesmen would never scam me. Afte… Continue reading

How the Longevity Project Is Reimagining Our Longer Lives

As life expectancies are growing and the 100-year-life is becoming more common, how can Americans, the U.S. government and employers best prepare for the challenges and opportunities of longevity? Meet the Longevity Project, the new initiative designed… Continue reading

OPINION: It’s Time Society Got Over Denial About Aging

For many of us, denial plays a key role in how we view aging. While this is significant in its own right, it becomes even more telling when viewed from the standpoint of a recent Next Avenue article by Paul Hogan, chairman and co-founder of Home Instea… Continue reading

Your 2020 Personal Finance Calendar To-Do List

The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. We happily hang a colorful 2020 calendar, jot down birthdays, upcoming vacations, and other future events. My guess is, however, you do… Continue reading

Jane Bryant Quinn’s New Thinking on Making Your Money Last

As someone who has been writing and editing personal-finance stories for over four decades, I have a few idols in my field. At the top of the list is Jane Bryant Quinn. So, I was delighted to have the chance to ring her up in Rome, where Quinn and her … Continue reading

Jane Bryant Quinn’s New Thinking on Making Your Money Last

As someone who has been writing and editing personal-finance stories for over four decades, I have a few idols in my field. At the top of the list is Jane Bryant Quinn. So, I was delighted to have the chance to ring her up in Rome, where Quinn and her … Continue reading

6 Ways the SECURE Act May Impact Your Retirement

The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement legislation passed in 13 years. Ultimately, the law focuses on retirement planning in three key areas: 1) mo… Continue reading

LISTEN: Retirement Planning Doesn’t Stop When You Retire

So much about retirement planning is about making smart money decisions to get you to the time when you’ll retire. But what about managing your money after you retire? The latest Friends Talk Money podcast episode, which you can hear wherever you get p… Continue reading

Preparing for the Unexpected Death of a Spouse

When my husband, Dale, passed away at age 57 from a sudden, massive heart attack two days before Thanksgiving in 2018, the last thing on my mind was the finances. This quickly changed, however, when I realized that as a relatively young widow of 54, I … Continue reading