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…

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…