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Wealthy vs. Financially Healthy
Financial Wellness 07/16/2025
In 1902 the New York Evening World newspaper used the phrase "feel like a million bucks." This was a brand new idiom for expressing a feeling of extraordinary well-being.1 At the time, surgeons and...
A colleague was lamenting how slow and costly it was to sort out his parents' estate after they had both passed away. His father thought that by setting up a trust, everything would be easily...
Retirement is a phase of life you've never experienced before. How you plan to spend your post-work life can give valuable insight before you make major decisions. Christine Benz, who writes about...
The temptation to acquire something now but not pay for it until later is probably as old as humanity. There's the ancient biblical story of Esau, who traded his future inheritance for a bowl of...
According to LongTermCare.gov, nearly 70% of those age 65 and over will require long-term care at some point in their lives. This includes care at home (paid and unpaid) as well as at nursing and...
If intensive computer analysis of stock market data has allowed short-term investors to beat some benchmark indexes some of the time, shouldn't the added sophistication of artificial intelligence...
Even if you've never heard of Elisabeth Kübler-Ross, you're probably familiar with her Five Stages of Grief.1 These are phases that we naturally go through after experiencing a significant loss:...
Money comes with a lot of emotional baggage. Especially if you’ve ever been painfully aware of your lack of it. Unless you grew up in a wealthy family, you probably have a few stories of financial...
Almost 90 percent of people 65 and over want to age in their current homes or communities, and 77 percent of those 50 and older want to remain in their current homes as they age, according to AARP...
A survey of retirees conducted by OnePoll in partnership with ClearMatch Medicare, found that on average they had to stop working more than a year and a half earlier than they had planned. As a...
