Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their financial advisors…

When are we happiest? A new study by the Resolution Foundation reveals that the two ages when people tend to be their happiest are 16 and 70.1 This makes sense…

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at…

In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics –…

Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how…

The growing cost of medical services and health insurance in the United States is a problem that is not isolated to a single demographic. Many people are impacted. The latest…

There’s a big difference between tax preparation … and tax planning. Find out why tax planning could save you a small fortune in retirement on Retirement Solutions Radio show, “The…

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for…

It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons. We have…