Category Archives: Money and Aging

65+ and single? Don’t let your HSA turn into a tax bomb

I am a dedicated saver. Yet I did something this month I almost never do....

When I’m 64: Planning for Aging Clients

Do you know what keeps your aging clients up at night? Are you engaging with...

What Your Parents’ Generation Says About How Likely You Are To Inherit

There are now almost 23 million Americans with a net worth of over $1 million,...

Could You Live To 100? Longevity Planning Secrets

So many of us are likely to live twenty to thirty years in retirement. What...

Baby Boomers: Beware Check Fraud

Boomers and older generations still love writing paper checks. But believe it or not, thanks...

Gift And Estate Tax Changes For 2022: What You Need To Know

The IRS just announced important gift and estate tax changes for 2022 that you’ll need...