Shifting from a full workload to an open schedule upon retirement is a drastic change, and many baby boomers don't want such an abrupt transition. Some emplo...

The transition from work to retirement can be a challenge. As much as we complain about work, a full-time job provides us with a routine, a community and a s...

The vast majority of folks are no longer exposed to the federal estate tax, thanks to today’s ultra-generous $11.18 million exemption for singles or effectiv...

I recently met with a couple faced with a major life crisis. The husband was told by his doctor he had one year to live. That was ten months ago, and I have ...

In May 1953, Sir Edmund Hillary and Tenzing Norgay became the first to successfully climb Mt. Everest. Well, did you know that they might not have been the f...

When the New Year rolls around, many of us focus on making financial resolutions. These goals often include things like getting out of debt, saving more or n...

Here are some brief updates about the tax bill that was recently passed. Keep in mind that the industry is still working through the ramifications of the leg...