Retirement

Share to Facebook Share to Twitter Share to Linkedin On Jan. 4, 2023, 72-year-old widower Gerry Turner and star of ABC’s “The Golden Bachelor” married 70-year-old widow Theresa Nist. Turner and Nist met on the show, filmed over four weeks in August. Nist beat out 21 other women, including finalist and two-time divorcée Leslie Fhima.

I’m a professional prioritizer. As a financial advisor, it’s not my preferences that I am responsible for articulating nor my priorities that I am duty-bound to help order, but my clients’. And after 26 years in this business, I have no doubt that financial planning is more about prioritization than possession. This is because no

Lonely senior (LS), after a failed marriage, had not dated much for several years. She finally decided to try a dating app for older people. She’s attractive, professional, still working and very smart. She had not had much experience with dating apps but was glad to get on and find what looked interesting. LS started

If you want to retire early but don’t have enough financial resources, you can still turn your retirement fantasies into reality by learning from people who “retired” early. They didn’t have sufficient financial resources to support themselves for a handful of decades without any income from working, but nevertheless they made more conscious choices about

Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a grantor trust, with the beneficiaries’ consenting to that modification in order to add a discretionary income tax reimbursement provision for the grantor, resulted in a taxable gift by the beneficiaries. The