Understanding Long-Term Retirement RiskJune 3, 2026Reaching retirement is an incredible achievement, but it’s important to think of that next stage as a long‑term plan, not…
Be Prepared for Life’s Future Events!August 29, 2024In February, my coauthor Dr. Mary R. Donahue, Ph.D., and I released the sixth edition of On Your Own: A…
What You Need to Know About Retiring in Another StateAugust 6, 2024One of the secondary effects of the COVID pandemic and shift to remote work was an uptick in people moving…
Year-End Estate Planning ChecklistJanuary 2, 2024As we depart the holiday season, you may want to consider reviewing your current estate plan. As busy as this…