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5 Year-End Financial Moves for the Holidays
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year. Annual limits and other financial standards refresh at the end of the year as well, so [...]
Celebrate the Season Without Overspending: Shopping Tips for Retirees
The holiday season is filled with warmth, tradition, and time with loved ones, but for many retirees, it can also bring financial stress. Between gift-giving, entertaining, decorations, and travel, the expenses can quickly add up. When you're living on a fixed income, this time of year can start to feel a bit overwhelming. But don’t worry! The good news is [...]
7 Winter Movies That May Bring Back Warm Memories
Winter has a way of slowing us down and giving us the perfect excuse to cozy up with a good movie. For many Gen Xers and Baby Boomers, some of the best winter movies are tied to fond childhood memories or family traditions. Watching them again can be like stepping back in time, reminding you of your favorite theaters, popcorn [...]
7 Countries with Tax Advantages for Retiring Abroad
Retiring overseas can be an exciting way to enjoy a new culture, lower living costs, or warmer weather, but it also comes with unique financial considerations. Choosing a country with favorable tax policies can help you make the most of your retirement savings. It’s important to remember that U.S. citizens are still required to file an annual U.S. tax return, no matter where [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an inheritance from a loved one who is no longer with us. But what do we do with it? Receiving an inheritance can [...]
Q&A: How to Engage Your Grandkids Face to Face
When grandparents and grandchildren spend time together, it can be tempting to rely on television, tablets, or video games. While digital entertainment has its place, building screen-free traditions helps create meaningful memories. Below are some common questions and answers about how to keep grandchildren engaged without a glowing screen in sight. Q: Should I focus on screen-free activities with my [...]
Encore Careers: Turning Lifelong Skills Into Passion (And Extra Income!)
Retirement no longer signals the end of professional life. Instead, it often marks the beginning of a new, more flexible chapter. For many retirees and those approaching retirement, the idea of an “encore career” has gained momentum. Rather than fully stepping away from the workforce, retirees are increasingly choosing to apply their decades of experience in new ways, like consulting, [...]
How Can U.S. Expats Protect Their Finances from Currency Risk?
Understanding and Managing Currency Risk While Living Abroad When living overseas, one risk many U.S. expats overlook is currency risk. Currency risk is the impact that shifting exchange rates can have on your income, investments, and day-to-day expenses. If left unmanaged, these fluctuations can quietly erode your wealth over time. Here are three essential questions to ask as you plan [...]
