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Give Now or Leave an Inheritance? How to Balance the Options
By Marilyn Evans Many people wrestle with the question of helping loved ones now versus preserving everything for later. And there’s no perfect formula — every family’s needs and values are different. What I appreciate about this article is how gently it approaches a...
The Rule of 240 Paychecks in Retirement
By Marilyn Evans This “240 paychecks” concept is one of my favorite ways to simplify retirement income planning. It breaks things down into something tangible: instead of thinking about decades of unknowns, you’re thinking about a monthly paycheck — the same rhythm...
New SECURE 2.0 Super 401(k) Catch-Up Contribution for Ages 60-63
By Marilyn Evans The SECURE 2.0 Act continues reshaping the retirement landscape in ways many people haven’t fully absorbed yet. One of the biggest advantages for 2025 is the enhanced catch-up limits for individuals ages 60 to 63 — now up to $11,250 for 401(k)s,...
The Benefits of Sharing a Joint Bank Account With Your Parents
By Marilyn Evans Supporting aging parents can be one of the most emotional and complicated responsibilities we face. There’s no roadmap, and every family’s situation is different. That’s why I appreciated this article’s explanation of using a joint account — not as...
How to Retire Early Due to Disability or Caretaking
By Marilyn Evans Sometimes retirement is something we choose… and sometimes it’s something life chooses for us. Whether it’s health challenges, caregiving needs, or sudden job shifts, early retirement can feel overwhelming. That’s why I found this article so...
When to file taxes yourself or get help
By Marilyn Evans Taxes may never be “fun,” but having a clear plan makes them far less stressful. I liked this article because it walks through your filing options in a way that’s easy to digest — and that’s not always the case with tax content. One thing worth...
Free (or Cheap) College for Seniors and Retirees in All 50 States
By Marilyn Evans I absolutely love this one. Retirement doesn’t mean becoming stagnant — it means having the freedom to learn on your own terms. And there are so many programs now, from local colleges to online platforms, offering low-cost or even free opportunities...
How bitcoin may impact your portfolio
By Marilyn Evans Crypto can feel like stepping into a foreign language, and for many people, the hype creates more confusion than clarity. That’s why I appreciated this article — it strips away the noise and simply explains what you need to know if you’re curious...
10 Things You Should Leave Out of Your Will, According to Experts
By Marilyn Evans Estate planning can feel intimidating, even for people who are otherwise organized and financially savvy. Sometimes the hardest part is knowing what not to include. This article does a great job highlighting the common pitfalls — the outdated...
Know the Differences Between Social Security Spousal and Survivor Benefits
By Marilyn Evans Social Security is something almost all of us count on, yet very few people feel confident navigating it. That’s especially true when it comes to spousal and survivor benefits. I shared this article because it offers clarity on a topic that’s often...
How to plan for rising health care costs
By Marilyn Evans Health care is one of the biggest and most unpredictable pieces of retirement planning. Costs often rise faster than expected, and even well-prepared retirees can feel caught off guard. This article gives a clear overview of what to anticipate and the...
Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement
By Marilyn Evans Being your own boss brings incredible freedom — but also unique challenges when it comes to retirement planning. No employer match, no HR department, no automatic savings. It’s all on you. That’s why I liked this article: it highlights the reminders...
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