Understanding the Costs of Home Healthcare and Long-Term Care in the United StatesAccording to Morningstar, 70% of people who turn 65 will develop a severe long-term care need in their lifetimes, and 48% will need some type of paid long-term… Read More
Life is a series of transitions, each with its own financial implications. From embarking on a new career to retiring after years of hard work, and from the excitement of marriage to the complexities of divorce, every milestone requires careful… Read More
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin receiving your Social Security benefits is likely going to be a happy one. But for many,… Read More
Uncertainty surrounding the answer to the question, “Will I have enough?” is a large source of anxiety for many people nearing retirement age. Even exceptional savers often wonder if they will have enough, if their level of spending is sustainable,… Read More
We want to call your attention to important changes made pursuant to the SECURE Act passed in 2019 and the recently passed CARES Act. These new provisions provide several benefits to retirees and retirement savers, as well as some potential pitfalls. Perhaps most… Read More
First published in 1949, Ben Graham’s The Intelligent Investor remains highly influential, especially with Warren Buffett, who regards it as “the best book on investing ever