In more than 30 years of researching, writing, and advising about retirement and retirement planning I’ve learned that a key to a successful retirement is an open, inquisitive mind. That’s because almost everything about retirement finances changes over time. I could fill a book with only the changes to both income taxes and estate taxes […]

The 2020s are likely to be among the worst times to be nearing retirement or in the early years of retirement. The book first explains the forces that are coming together to make it more difficult to create and maintain financial security and independence in retirement. The middle of the Baby Boomer generation will increase […]