September 6, 2024Estate Planning, Financial Planning, Retirement Planning, Social Security Understanding Social Security Benefits: Essential Strategies for Seniors’ Estate Planning Navigating the complexities of Social Security benefits is crucial for seniors who are crafting a comprehensive retirement plan. Social Security,...
July 21, 2011Daily Money Management, Financial Planning Some Advice About Personal Budgeting and Bill Paying for Parents Question: Help! We need some advice about personal budgeting and bill paying for my parents, who are in their early 70’s. My...
November 23, 2008Financial Affairs, Financial Management Take a Critical Look at Financial Instruments In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are...
April 6, 2008Financial Planning Overspending is More Simply Spending Your Children’s Inheritance Raymond and Sally are what almost everyone wants to look like and act like when they pass their 80th birthday....