As you approach retirement, it’s important to anticipate potential challenges that may affect your financial well-being. Cognitive decline, a common aspect of aging, can…

Retirement planning has become increasingly complex in recent years, and the notion that $1 million is enough to sustain a comfortable retirement…

Joint life insurance is a type of coverage designed for couples and partners, providing financial protection in case either individual pass away. It can…

When it comes to tax deductions, any expenses related to living in a senior living community can only be deducted if they are…

Artificial intelligence (AI) is rapidly transforming the way work is performed across a myriad of industries. Financial services are no exception. The transformation is…

Since 2021, I have been an advocate of investing in U.S. Treasury Series I savings bonds, which are commonly referred to as I…