by ewilbur | Mar 2, 2025 | Uncategorized
The retirement industry can better serve their preretiree and retiree clients by guiding them through the most important decisions they face.
by ewilbur | Feb 28, 2025 | Uncategorized
Gen Xers are moving to retirement hot spots for better housing, lower prices, and warmer weather. Census data shows a rise in Gen X movers in Florida, central Texas, north Georgia, and Tennessee. Movers told BI they sought lower costs and taxes but faced high...
by ewilbur | Feb 26, 2025 | Uncategorized
Discover the basics of how tax refunds work. Learn strategies for maximizing them and tips on how to use them wisely.
by ewilbur | Feb 23, 2025 | Uncategorized
Talking about your advance care directive with your loved ones will make life — and death — easier later on.
by ewilbur | Feb 21, 2025 | Uncategorized
Seven trends we will see more of in the senior living industry in 2025: aging solo, middle-market focus, longevity and well-being, intergenerational living, memory care and tech.
by ewilbur | Feb 18, 2025 | Uncategorized
Sylvia Kang, 40, is a multimillionaire who lives in the Bay Area. She says her business success and wealth have strained relationships with friends. She now focuses on people with shared hobbies, even if she can’t share everything with them.
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