Author: Rodney A. Brooks

Monday, June 13, 2022

Is an Annuity Right for You?

Is an annuity right for you? One of Americans’ biggest fears is running out of money in retirement.

Monday, May 9, 2022

New Rules in Estate Planning

The Secure Act changed the rules for non-spousal inherited retirement accounts; some upfront planning spares your inheritors a big tax bill.

Monday, April 11, 2022

Tax Time Tips for Older Adults

With the filing deadline looming ahead, it’s the perfect opportunity to look at what changes might be in store for retirees and seniors.

Monday, March 14, 2022

Inflation and Retirement

Is your retirement income keeping pace with inflation? Financial experts share their thoughts.

Monday, February 14, 2022

Long Term Care Insurance and Alternatives

Is long-term care insurance right for you? Check out these alternatives.

Monday, January 10, 2022

Jump Back Into the Job Market!

This may be an ideal time for older workers to jump back into the job market. Here’s why.

Monday, December 13, 2021

Financial Gifts to Kids

The days of gifting a child a single share of Disney or a savings bond are over; learn the facts about how to gift to kids.

Monday, November 8, 2021

Family and Finances: Avoiding “The Talk”?

Big family holidays are coming up but many parents still avoid having a family discussion about their finances.

Monday, November 8, 2021

Familia y finanzas: ¿Evitando “la conversación”?

Se acercan días de fiestas familiares grandes, pero muchos padres todavía evitan tener una discusión familiar sobre sus finanzas.

Monday, October 11, 2021

End the “Paper Chase” of Financial Records

Learn what to do with your financial records and paperwork.

Monday, September 13, 2021

Starting a Retirement Business? Start Smart

It’s a big deal anytime someone decides to start a business, but it’s an especially big deal if you decide to do it after you retire.

Monday, August 9, 2021

“Gray” Divorce

Boomers are getting divorced in record numbers – are you prepared for a ‘gray divorce?”

Thursday, July 22, 2021

All About Cryptocurrency

Is investing in cryptocurrency right for someone approaching retirement? Or ever?

Monday, July 12, 2021

Happy Birthday, Medicare!

Medicare was signed into law in July of 1965. Take a look at how far it’s come and where it’s headed.

Thursday, July 8, 2021

Tenga cuidado con el abuso financiero de personas mayores

A veces, un abusador financiero senior es un cónyuge, hermano/a o hijo/a — ¿Conoce las señales?