Someone who turns 65 this year and is enrolled in Original Medicare will still have out-of-pocket expenses of around $185,500 to cover health care fees and expenses over the rest of their life. That’s the latest estimate from Fidelity. And…
More than 90% of adults recently surveyed by Wells Fargo said they want to be more intentional and thoughtful about their spending. I am here for that! I also have a simple tool to help you do just that. Every…
Beginning last month, any U.S. citizen under the age of 18 is eligible to have a Trump Account. You know I am always in favor of starting early to save for retirement, but I don’t think every parent or grandparent…
I realize thinking about your spouse or partner dying isn’t anyone’s idea of a fun time. But what should make you even more uncomfortable is not doing the advance planning today to make the transition for the surviving spouse as…
For many of us, having a car is a necessity. For some families, two are needed. But I see far too many households spending way too much on this need. The big tell is that nearly 30% of the cars…
You know my approach to building financial security is to hope for the best and plan for the worst. That’s why I have always been concerned when people tell me their retirement plan is to keep working through their sixties,…
