How a Family Business Can Develop a Social Mission

I love M&Ms and have since my mom tucked them inside my brown paper lunch bag to take to school for a recess snack. (It was the ‘70s.) They’re still my go-to pick-me-up on many occasions. Today, though, there’s another reason I support M&Ms’ ma… Continue reading

A New Way to Find a Financial Planner

Can you recommend a good financial planner? is among the most common questions I’ve received over the years writing on personal finance. Problem is, finding a financial planner who is trustworthy, competent and comes at a reasonable cost is hard to fin… Continue reading

The Medicaid Experiment Treating Mind and Body

Many of the 67 million Americans on Medicaid — mostly old and poor — can least afford to ping pong from one hospital visit to another either physically or emotionally. Yet that’s exactly what often happens, due to their chronic conditions, sometimes co… Continue reading

Hopeful Signs for Elder Care From Trump’s HHS Secretary

After the pivotal midterm election, we all look for hopeful signs of policy initiatives to come. The return to divided government can result in short windows of opportunity for bipartisanship. The U.S. Department of Health and Human Services (HHS) Secr… Continue reading

How the Tax Laws for Divorce Will Turn Upside Down in 2019

Nobody ever said going through divorce is easy. Aside from the normal emotions of a broken relationship and family, there’s the paperwork, the attorneys, the courts and, of course, the money. As if dividing up assets wasn’t difficult enough, new tax ch… Continue reading

12 Free Resources to Find a Job, Start a Side Hustle or Change Careers

The holidays can be a stressful – and expensive – time of year, especially if you want to find a job. So to help lighten the load, I’ve compiled this guide of 12 free resources. Enjoy – and here’s to your career success in 2019! Resources for Job Seeke… Continue reading

Saying No to Pervasive Ageism

(Advances in science and public health are increasing longevity and enhancing the quality of life for people around the world. In this series of interviews with the Milken Institute Center for the Future of Aging, 14 visionaries are revealing exciting … Continue reading

How to Keep Retirement From Being a Drag

(This article previously appeared on NerdWallet.com.) We spend decades dreaming of the day when life won’t be dictated by alarm clocks, commute times, meeting schedules and office politics. Then reality sets in: Retirement can be kind of a drag. And th… Continue reading

The 7 Dirty Little Secrets of 401(k) Plans

(The following is excerpted from 401 Confidential by Michael J. Marini.) When you invest for retirement with a 401(k) plan, retirement plan companies get FAT on your money. By my estimate, roughly $25 million in excessive fees are being drained form th… Continue reading

Networking and Job Hunting Advice for People Over 50

This article is excerpted from TAKING THE WORK OUT OF NETWORKING: An Introvert’s Guide to Making Connections That Count by Karen Wickre. Copyright © 2018 by Karen Wickre. Reprinted by permission of Touchstone, an Imprint of Simon & Schuster, Inc.) … Continue reading