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9 Triggers That Can Lead to an IRS Review After Age 65
Image source: Pexels Turning 65 often marks a major shift in financial life. Retirement income replaces wages, Social Security starts…
Can Your Children Block You From Selling Your Own Home?
Image source: PexelsSelling your home in retirement can be a deeply personal and financial decision. It might be part of…
Why Are Some Retirees Being Declared “Financially Incompetent” Without Consent?
Image source: PexelsFor many older adults, independence is as much about financial control as it is about physical freedom. The…
We Are Millionaires – Here’s a Snapshot of Our Lives
My mission is to share my unique Rich Habits research in order to add value to your life and help you realize…
Is Your Medicare Advantage Plan Undermining Your Health Care?
Image source: UnsplashFor millions of retirees, Medicare Advantage plans seem like the perfect solution–affordable premiums, bundled benefits, and a promise…
6 States That Quietly Tax Social Security More Than Others
Image source: UnsplashMany retirees choose where to spend their golden years based on sunshine, family proximity, or cost of living.…
Giving Intelligently and Responsibly Takes Time and Effort
Dear Dave,My wife and I have worked hard for many years. We’ve tried to be smart with our money, and…
Key Insights from the Rich Habits Research Summary
If you find value in these articles, please share them with your inner circle and encourage them to Sign Up for…
Should You Be Paying Rent to Live in Your Adult Child’s Home?
Image source: Unsplash Moving in with your adult children during retirement can be a win-win. You save money, they have…
10 Things Landlords Can Now Legally Ask If You’re Over 60
Image source: Unsplash Renting a home or apartment after 60 can be a very different experience from leasing when you…
