Blog
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The Trade War and Your Retirement: How to Play It Safe — and Smart
For those who are approaching retirement, the recent world trade headlines have been pretty unnerving, even causing some to rethink or question their long-term investment strategy. Kimberly Foss weighs in with perspective.
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The Yield Curve Has Inverted — Is It Time to Panic?
If you've kept a pulse on the financial news, there's almost no chance that you missed the recent alarmist headlines about the inverted yield curve, sparking collective worry over an upcoming economic recession. Is there any truth to this economic indicator? Should you be concerned? Let's separate the facts from speculation.
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How to Cope With Sudden Retirement
From company downsizing to health issues, there are a range of triggers for sudden retirement. But the good news is that there are some specific steps you can take to prepare for the possibility of an unplanned retirement and to adapt to your new situation seamlessly.
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Gray Divorce: How Women in Transition Can Survive and Thrive Financially
Divorce later in life, also known as "gray divorce," has been on the rise, doubling since the 1990s. These can be financially devastating — but especially so for women in marriages where the husband has earned most of the money and made most of the financial decisions.
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The “Widow’s Tax”: How You Can Reduce Costs Through Advance Planning
Bereaved spouses can find themselves facing a higher tax bill from the IRS because of disadvantages built into the U.S. tax code: the 'Widow's Tax'.
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Video: Dimensional’s David Booth Offers Perspective on Forecasting
In this timely video, David Booth, financial scholar and executive chairman of Dimensional Fund Advisors, explains his perspective on forecasting.
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Making the Switch: Tips for Thriving During and After a Career Change
If you are a woman who is already successful in the workplace but considering a career change, know this: You are far from alone.
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Caregivers: Plan Ahead to Protect Assets from Nursing Home Costs
Changes enacted in 2009 make advance planning almost essential for those who hope to avoid depleting an older person’s assets.
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The Top Retirement Challenges for Women in Transition
What common challenges do women in transition face while caregiving for a loved one in retirement? Self-caregiving, for starters.
