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The SECURE Act of December 2019 was intended to give Americans a better shot at retirement security. But retirees whose estate plans depended on the so-called stretch IRA may see that as, well, a bit …Read More
The team at Bell tells me that many of you as clients and friends often ask after me and want to know how I am doing. This heartens my soul to learn of your care and concern. My purpose in writing to …Read More
In Being Mortal, an immensely compassionate book about the final phase of life, Atul Gawande writes about his father. A vibrant and healthy man his whole adult life, Gawande’s father starts to feel …Read More
Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or so far in the distance that you won’t be able to focus on it for any …Read More
Financial Planning answers many significant life questions. For example: How much do I need to save for my daughter’s education? Can I afford to buy a home? When can I retire? In my 27 years as a …Read More
The three biggest financial commitments that most people will make in their lifetimes are buying a home, raising children, and retiring. Of the three, the cost of raising children might be the most …Read More
As December came to a close, the global equity markets added several percentage points to their …Read More
Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More