It’s not very hard to find a financial adviser to help you prepare for retirement. But finding one you can trust? That can be tough. The first episode of the new Friends Talk Money podcast offers guidance — and a couple of scary stories. (You can liste… Continue reading
Taking money out of your employer’s 401(k) plan while you’re still on its payroll is about to get easier. The federal government’s new rules about “economic hardship” withdrawals from retirement savings plans like 401(k)s go into effect in January 2020… Continue reading
In her piercing new book Unbound: How Inequality Constricts Our Economy and What We Can Do About It, economist Heather Boushey writes: “The trend toward greater economic inequality continues its seemingly inexorable march.” Four recent studies — includ… Continue reading
With the next Democratic presidential candidates’ debate on television tonight (CNN at 8 p.m. ET/ 7 pm CT), it’s worth noting something missing from the earlier debates — questions and answers about aging in America. (There have been more than enough q… Continue reading
If you’ve been contemplating the idea of retiring abroad, you may have done a little research. Maybe you’ve even jumped on the internet to look for the country that’s best for you. Big mistake. You probably know the old saying: “If you don’t know where… Continue reading
Every fall, I attend the Finovate conference in New York City, where dozens of fintech entrepreneurs from around the world present apps and services they’re rolling out for consumers and financial institutions. In recent years, I’ve been disappointed b… Continue reading
Last week, while attending the Retirement Coaches Association conference in Ann Arbor, Mich. where I spoke about retirement trends, I heard a fascinating and insightful presentation I wanted to share. Life and retirement transition coach, therapist and… Continue reading
When he ran for governor of California in 2018, Democrat Gavin Newsom pledged that if he won, he’d create a Master Plan for Aging for the state and its residents. One reason: the Golden State’s 65+ population is projected to grow almost 90% by 2030, to… Continue reading
Retiring boomers looking to downsize may be in for a shock when they decide to sell their homes. They may find out that the homes they’ve lived in for decades need thousands of dollars in updates and renovations to attract buyers. Realtor Lisa Bailey-H… Continue reading
A recent Wall Street Journal Page-One investigation of financial advisers found that more than 6,300 of the 72,000 financial advisers on the Certified Financial Planner Board of Standards’ website to help investors find Certified Financial Planners (CF… Continue reading