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Wondering If You Can Afford Yourself in Retirement? 5 Income Adding Ideas

Retirement has changed; our financial preparation should change, too. Current research highlights that 55% of Americans are concerned that they cannot achieve financial security in...

The Downsizing Dilemma. What To Do?

Downsizing has traditionally been a strategic option for retirees and pre-retirees, but real estate market experts are currently divided on what this trend will...

Best American Airlines Credit Cards for Over-50 Travel

AGEIST is part of an affiliate sales network and receives compensation for sending traffic to partner sites, such as MileValue.com. This compensation may impact...

Free Travel! Getting the Most Out of Your Travel Credit Cards

AGEIST is part of an affiliate sales network and receives compensation for sending traffic to partner sites, such as MileValue.com. This compensation may impact...

Estate Taxes & Inheritance

Jeff, my favorite uncle from Beverly Hills passed away and left me his real estate and other assets. Are there taxes due and who...

Financial Freedom at Any Age

Imagine if you set yourself up for the perfect stress- and worry-free retirement. What if you could have financial freedom and retire at any...

IRA Mandatory Withdrawal Requirements & RMDs

Could you run us through the mandatory withdrawal requirements with some of the IRA products? If you have money in a retirement plan, you typically...

Make the Most Out of Your Charitable Giving This Year

How can taxpayers make the most out of their charitable giving?  Here is a great end-of-year hack for the charitably inclined: If you have appreciated...

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