What the New ‘Best Interest’ Rule to Protect Investors Will Do

Last week, the Securities and Exchange Commission (SEC) adopted a rule to protect investors from bad brokers. The “Regulation Best Interest” (or BI) is the SEC’s answer to the Obama administration’s planned “fiduciary rule,” which the Trump administrat… Continue reading

6 Home Renovations in Retirement That Are Worth the Cost

After retiring, the chance to stay in the home where you’ve built up memories and grown comfortable may sound perfect. But to age in place well, you may need to do some renovations. The question is: Which ones are worth the cost? “If you plan on aging … Continue reading

What the Retirement Community of the Future May Be Like

(This article previously appeared on MarketWatch.com.) Louise Rausa, 72, lived in world-class cities including Paris and New York, and she spent part of her adulthood in co-housing communities in the western United States where residents shared a kitch… Continue reading

This Performance Art Piece Spotlights Dementia

PART OF THE VITALITY ARTS SPECIAL REPORT New York City dancer and filmmaker Gabri Christa was intent on fully capturing the story of her mother Magdalena before dementia caused the beautiful moments of her mom’s life, along with some of its sadness, to… Continue reading

The No. 1 Question Americans Ask About Retirement

(This article previously appeared on MarketWatch.com.) Google recently unveiled the 10 questions Americans ask most about retirement. The question Americans ask the search engine mos: “How much do I need to retire?” Here’s the full list: 10 most-asked … Continue reading

A Retirement Plan for the Self-Employed: The Single 401(k)

There are many perks to being self-employed — flexible hours, the possibility of working from home and, of course, being your own boss. But one major downfall that has historically burdened solopreneurs is the lack of access to traditional employer-spo… Continue reading

Retired Expats in Ecuador: What Life’s Really Like for Them

Ecuador regularly shows up on those “Best Places to Retire Abroad” lists. International Living named Ecuador its No. 4 country for the past two years and Live and Invest Overseas ranked Cuenca, Ecuador No. 7 on its 2019 list. And when I recently met 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

Working Longer in America: Prospects and Problems

Working into your 60s and perhaps 70s is one way to offset a lack of retirement savings and to remain engaged. But how possible is it really? “More and more of us want, and need, to be working longer than we can,” said Ruth Finkelstein, director of the… Continue reading

Downshifting From a Life in Overdrive

Do you think that when we slow down, it’s because we’re aging or because the nature of retired life demands less of us? I ask because, as I near 64, I look with a mix of wonder and bewilderment at the politicians, judges and entertainers who are more t… Continue reading