Retirement

Share to Facebook Share to Twitter Share to Linkedin Seniors saw a boost in Social Security benefits in 2023 to offset the rising cost of living. But there could be a downside—the increase may result in a higher tax bill this tax season for some taxpayers. Social Security benefits are designed to supplement income in

Everyone nearing retirement always seems to have a ton of questions surrounding how to maximize their Social Security benefits. These questions range from “When should I take Social Security?”, “How Can I maximize my Social Security benefits?”, “Are Social Security benefits taxable?” to “Can you help me choose the best time to start receiving Social

How happy would you be living in Mexico? In order to get some useful guidance, we asked the experts what they thought; not only expats who moved here, but also the Mexicans who were born and live here and who have watched us expats and who have come to conclusions of their own about the

Personal finance is like politics and religion. People live and die over doctrinal debates that too often take the discussion to polarizing ends and away from the root issues and optimal guidance. Much of the debate in financial planning lies in the investment realm. Active versus passive. Individual securities versus funds. Funds versus ETFs. Traditional

We’ve probably all heard about the loneliness pandemic in media reports. We hear about the national mental health crisis too. No one is free from risks to our mental health, though clearly some do better than others in keeping the risks down. How do we help our elders (and ourselves) cope with depression and anxiety,