Finding My Purpose: Is That All There Is?

The lyrics in Peggy Lee’s pop song “Is That All There Is” seemed as inscrutable to me as she was. But it was 1969 and I was 11. What did I know of the world, observing this honeyed-voice guest on one of many TV variety shows I watched in the family roo… Continue reading

3 Questions to Ask to Assess Your Asset Allocation

With more frequent spikes in market volatility, after nine years of a bull market — and the 2008-‘09 bear market a not-too-distant memory — it’s understandable to have your stomach churning and be asking…what’s next for the market? One thing we know is… Continue reading

How Well Is the Gig Economy Working for Gig Workers?

The gig economy gets lauded for letting millions of Americans set their own hours and choose their work assignments as freelancers and independent contractors. But the gig economy — which includes people from Uber drivers to dog walkers to consultants … Continue reading

The Social Security Fix That Could Help the Poorest Retirees

Legislation wending its way through Congress and a recent Government Accountability Office report may lead the way to boosting Social Security benefits for America’s poorest retirees. The mechanism: adjusting the formula for Social Security’s annual Co… Continue reading

Advice for Boomer Same-Sex Couples Facing Divorce

As a Certified Financial Divorce Analyst, I’ve spent my career counseling couples and individuals going through the divorce process. And since the 2015 Supreme Court ruling repealing the Defense of Marriage Act (DOMA) and permitting same-sex marriages … Continue reading

How to Avoid the Retirement Freak-out

(This is an excerpt from the book THE DUMB THINGS SMART PEOPLE DO WITH THEIR MONEY by Jill Schlesinger. Copyright © 2019 Jill Schlesinger. Reprinted by arrangement with Ballantine Books, an imprint and division of Penguin Random House LLC. All Rights R… Continue reading

All About Prenups for Second Marriages

When you marry in your 20s or 30s, you might not be thinking about getting a prenup since your assets aren’t large and your life is pretty simple. But if you’ll be entering a second marriage in your 50s or 60s, a prenup is something you may very well w… Continue reading

Elder Financial Abuse: Why Banks and Advisers Are Stepping Up

If you’re worried about your parents becoming victims of elder financial abuse, you’ll be cheered to hear that financial advisers, brokers and banks are taking serious steps to detect and halt the fraud. That’s due to new rules from the brokerage indus… Continue reading

What Could Help Women Facing Financial Challenges for Retirement

The financial challenges women face to achieve financial security in retirement can be huge, as a Senate Special Committee on Aging hearing and an Employee Benefit Research Institute (EBRI) briefing last week demonstrated starkly. And with the rising c… Continue reading

Can Wisdom Protect Against Loneliness?

A fascinating new study of loneliness found that adults are at risk across the entire lifespan, but especially during their late-20s, mid-50s and late-80s. Equally interesting: the researchers say that wisdom can help protect against loneliness. That f… Continue reading