An infamous 1994 poll found that 46% of young Americans believed in UFOs, while only 25% believed they would receive their Social Security benefits. Fast forward nearly 30 years, and nearly three in four Americans (74%) say they do not rely on Social Security benefits when planning their retirement income, according to recent research by … Read more
Florida leads the ranking of best places to live for retired military families, followed by South Carolina and Virginia, thanks to factors such as health care, favorable tax policies and a market solid work. Oregon came in last place, while the District of Columbia ranked 50th and Nevada 49th, according to research by WalletHub. WalletHub … Read more
My sister and I, two married adults, have encountered major problems in our relationship. We have always been close but grew up in a tumultuous household that left both of us with deep emotional scars. Recently, she decided at least, in my opinion, to project her emotional baggage onto me. This caused her to not … Read more
One of the biggest differences between most investors and a family office with millions in assets is the latter’s ability to take on more risk, often by putting more money into longer-term investments and fewer liquids. A Goldman Sachs survey of its wealthiest families last January – and recently released – found that 44% of … Read more
Over the years that Pam Krueger hosted MoneyTrack on PBS, listeners constantly told her they were so afraid of going to see a financial planner that they categorized it as going to the dentist or seeing a divorce lawyer. “They are so intimidated in that first meeting. They feel like they’re going to be judged, … Read more
There’s an old Yiddish phrase, “Man plans and God laughs,” which seems particularly apt for retreat. You may have been saving up for this stage of life and thinking about what you will do with your new free time. But chances are you’ll find yourself facing what a new retirement study from financial services firm … Read more
Posted: May 19, 2023 2:05 PM ET My husband passed away on November 5, 2022 and left no will. So I created an estate, with an EIN number, and I have been the administrator since December 5, 2022. I found a health savings account in which I contacted the HSA bank and after many emails … Read more
My husband passed away on November 5, 2022 and left no will. So I created an estate, with an EIN number, and I have been the administrator since December 5, 2022. I found a health savings account in which I contacted the HSA bank and after many emails and documents they sent me a check … Read more
