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Many Who Have Tried Early Retirement Say, “Think Twice!”

For many Americans, the idea of retiring early continues to hold a special allure. We’ve all heard tales of the “Microsoft millionaires” or other early techies who joined their company as a start-up, rode the wave of skyrocketing stock prices, and retired in their forties or early fifties with seven-figure nest eggs. There’s something enticing … Read more

Important Money Tasks for New Widows to Tackle Quickly

It doesn’t matter whether a spouse passes away suddenly or after a lingering illness: for most of us, finding ourselves as widows or widowers is the most disorienting experience we will ever face. Because adjusting to this new reality is so difficult, most money tasks for new widows and widowers tend to be put off … Read more

Three Changes Coming for Social Security in 2025

As fall approaches, the speculation about upcoming changes to Social Security begins. Nearly 50 million Americans are Social Security beneficiaries – including about 90 percent of those 65 and older – and the one time each year when most will get a hike in benefits is on January 1st when the cost-of-living adjustment (COLA) kicks … Read more

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