According to a Bankrate.com Money Pulse Survey dated Feb. 18, running out of savings and the ability to pay for health care costs during retirement continue to be two of the top concerns of people over the age of 50.
A few years ago I had the opportunity to visit my childhood elementary school. I attended this school from third to fifth grade and hadn’t been back since.
Recently, my family and I saw the Disney movie, “Tomorrowland.”
Next month my son will graduate from high school and move on to the University of Arizona. Go Cats! My wife is busy getting his senior pictures taken, the announcements put together, and party plans drafted.
As a CPA, I have spent the last three decades helping people to pay the least amount of taxes legally allowed by law.
In searching for investment options, would you rather have—high return or low return? High risk or low risk? Liquid or illiquid?
“I resolve that I will eat better and exercise more.” The diet and exercise resolution is one I make—and unfortunately break—every year.
I bet you remember the following line: “Not just a headache...but an Excedrin headache.” Remember that ad campaign? According to the commercial, Excedrin was reserved for the worst type of headache in the world. Grantor trusts—sometimes called living trusts—are popular documents that many retirees set up to avoid Excedrin headaches for their heirs.
With 296 days of sunshine in Phoenix (and Tucson slightly behind with 284 days, according to Current Results), here in sunny Arizona we don’t worry much about rainy days. However, if you read “70 percent chance of showers tomorrow,” what would you do? Postpone your golf game? Cancel your picnic? Grab an umbrella?
Owning a home has been an integral element of the American Dream for generations. But is ownership right for you? And if it is, how do you know if it’s the right time in your life to purchase a home?
Question: I’m retiring soon—Yay! How do I replace my paycheck?
For years, the real estate market has been a buyer’s world, with ample inventory, fewer qualified buyers, and highly motivated (desperate) sellers. This spring, some signs are pointing to a shift back toward a seller’s market. If you’re shopping for a home this spring and summer, chances are you’ll face increased competition from other buyers.
There are numerous efficient online personal finance software options to track, plan and monitor your income and spending.
A lump sum pension choice gives you more flexibility, but also comes with more risk than receiving monthly retirement checks for life.
Many retirees consider moving to a different state when they retire so their Social Security income is not included in state income taxation. Understanding which states tax this income can be important to older adults.