Why Smart People Don’t Spot Financial Infidelity in Their Relationships

Several months ago, a friend and I were discussing a mutual acquaintance from college. The woman had divorced her husband after 15 years of marriage and he was arrested for securities fraud shortly after. He subsequently went to prison. Our classmate c… Continue reading

Having ‘The Talk’ With Your Parents About Their Finances

Cameron Huddleston, author of the smart new book Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, remembers the birds-and-the-bees talk she had as a child with her mother. Huddleston says she’d g… Continue reading

How to Turn Your Passions Into Retirement Income

In 2016, Mike Liff, now 73, relocated with his wife from San Francisco to Portland, Maine to be closer to family. The retirees explored their new hometown and thanks to a chance conversation at a barbershop, Liff learned that MaineFoodieTours.com was l… Continue reading

Boomer Entrepreneurs: Selling Their Businesses Without Selling Out

A major economic trend is unfolding with barely a ripple of attention: Boomer business owners are approaching retirement age and an army of these entrepreneurs are, or will be, putting their companies up for sale. Boomers own 2.34 million privately-hel… Continue reading

Why I Upended My Business to Focus on Boomers

Over the last decade or so, I’ve founded and grown companies in fields spanning everything from publishing to car sharing. Often, the businesses aimed to solve problems similar to ones I had personally encountered. As a result, they typically targeted … Continue reading

Financial Considerations For LGBTQ Couples As They Age

(Editor’s note: Covering LGBTQ issues is an ongoing Next Avenue priority, and this June, during Pride Month, we are publishing a special LGBTQ-focused series. We started with a guide to LGBTQ allyship, followed by a Q&A with Frank DeCaro about his … Continue reading

The Risks of a Handwritten Will

When the “Queen of Soul” Aretha Franklin died last August, it was believed that she hadn’t prepared any kind of estate plan, including a last will and testament. But now, nine months after her death, three handwritten wills have been found in her home … Continue reading

Best Ways to Prepare for Life’s Big Financial ‘What-Ifs’

The world turned upside down 10 years ago for Chanel Reynolds, a Seattle-based digital strategist, when her husband José Hernando, then 43, died in the hospital, a week after a bicycle accident. But the tumult involved far more than becoming a widow wi… Continue reading

Why Age When You Can Sage?

When I worked as a professor of business management, my mentor, Elmer Burack, once told me, “The world is full of baby boomers who will be leaving their careers. Once boomers leave the workplace, they won’t know what to do with themselves. You can help… Continue reading