Having been retired seven years the idea of tax-free income is appealing especially when most of my Social Security and all of my pension is taxed. I wish now I had used […]
Just how irresponsible is the average person? Can we only plan for our retirement if government intervenes?
This kind of publicity and advocacy drives me nuts. It should also be insulting to the target audience. What it really says is that Americans working for small business are clueless. Of […]
The power — and pitfalls — of retirement savers’ illusions 🤑 but it’s no illusion a third of households have no retirement savings, oh my🤔
If you have $500,000 in retirement savings, you’re rich‼️ Not so fast🤑 In fact, if you took that money and purchased an immediate annuity at age 65 for life, you would receive […]
A new twist on (financial) wellness 🤑
Many employers offer various benefit programs, comply with legally required communication and then forget about everything except costs. That is shortsighted and counterproductive. Why spend big bucks on something and then not […]
