Blog & Articles

Finding the Silver Lining: Bear Market = Cheaper Roth Conversions

You’ve probably heard the old joke about the optimist who fell out of a tenth-story window. As he fell past an open fifth-story window,...

What Are the World’s Happiest Countries?

The World Happiness Report annually researches various factors of different countries, including the healthy life expectancy, social...

Retirement Spending Patterns: Update

In our previous post, we discussed relocation patterns among retired or retiring persons, which, as it turns out, tend to be highly...

Mobile Retirees: Where They're Going

You may have read that a record number of people decided to retire during the COVID pandemic, some as part of the so-called “Great...

Better Late? Reasons to Delay Social Security Benefits

Most American workers who have at least 10 years of work history will be able to start taking Social Security benefits as soon as they...

Three Cheers for Inflation? The Social Security COLA

As the economy continues its recovery from the pandemic-induced recession of 2020, one of the consequences is that inflation, which had...

Can You Depend on Social Security in Retirement?

You may have read that the Social Security trust fund is due to be depleted in 2033, a year earlier than previous projections. This...

“Just Lookin’ for a Home”: Most- and Least-Expensive States to Live In

Readers of a certain age may remember the song about the boll weevil, recorded by blues and folk artist Leadbelly in the 1930s and made...

Turning the Page: Smart Financial Planning and Investment Moves for 2021

Now that 2020 is finally behind us, it is time to look ahead with fresh eyes and renewed hope. However, while the past year is one that...

Retirement: Six Facts That Might Surprise You

With all that has been said, written, and discussed about preparing for retirement, it might seem that there is very little remaining...