Retirement

A recent study into expat happiness around the world saw Old World great Spain dominate the rankings. Valencia was crowned the number one city for quality of life for expats while Malaga, Madrid, Alicante, and Barcelona all earned a place in the top ten. In addition, Spain was first runner up when it came to

If you keep an eye on the news, you might have read or heard scary headlines that the Social Security Trust Funds are projected to be exhausted in the year 2034, with the conclusion that Social Security will soon be bankrupt. While the first part of this sentence is true, the conclusion in the second

It is election season. This is a time when the question of whether people are materially better off than they were four years ago comes up. Comparing March 2024 to March 2020, when a once-in-a-century pandemic broke out, the answer is obviously a resounding yes. But, even considering the winter of 2024 relative to the

Here are two very important questions I ask clients who are over 65, still employed, and considering Medicare enrollment. One: “Is your prescription drug coverage considered to be creditable?” The response is frequently a blank stare or a shoulder shrug. Two: “Have you gotten any notices from your employer about the status of your prescription

Yesterday, the conservative House Republican Study Committee released its latest budget plan. To the RSC’s credit – and, honestly, to my own surprise – the RSC took on the dangerous issue of reforming Social Security, standing up not only to Democrats looking to demagogue the issue but to former President Trump’s efforts to duck the