(Image credit: Getty Images) Many people choose to make philanthropy a priority in retirement, using their resources to bless others and fund a charitable legacy. Years of hard work and saving provide them with an opportunity to give back in a meaningful way. But here’s the challenge: Without a proactive tax plan, retirees often pay […]
4 Smart Ways Retirees Can Give More to Charity Read More »
(Image credit: Getty Images) I swore I would never write another column specific to one piece of legislation because of its short shelf life in the ever-changing political landscape. However … There were enough changes in the planning strategies stemming from the One Big Beautiful Bill (expect a cosmetic name change before the midterms) that
3 Year-End Tax Strategies for Retirees With $2M to $10M Read More »
Key Takeaways Many Asian countries offer beautiful landscapes, delicious food, rich history and culture, and a friendly atmosphere for retirees seeking destinations abroad. Monthly living costs in these countries range from under $300 to $600 (excluding rent)—up to four times cheaper than in the U.S. Your dollar can stretch three to four times farther in
10 Budget-Friendly Asian Countries Where Your Money Goes Further for Retirees and Others Read More »
Key Takeaways Cape Coral is a travel-friendly retirement destination close to Southwest Florida International Airport, which serves 71 destinations globally. The city has over 400 miles of navigable canals, making water travel and recreation highly accessible. In addition to its travel appeal, Lee County is home to 440 art centers and 1,816 health care establishments.
Why This Harbor City Is the Ultimate Destination for Travel-Loving Retirees to Relax Read More »
Key Takeaways Fed data shows retirees average almost $288,000 in net worth, boosted in recent years by significant gains in home values and investments. Retirees’ finances vary widely, with balances on mortgages, auto loans, and credit cards influencing outcomes as much as assets do. Protecting wealth in retirement often means earning strong yields, managing spending
How Your Wealth Really Compares to Today’s Retirees Read More »
My wife and I have a rule when we travel: no box-ticking. We don’t race through museums just to say we’ve been there, and we don’t treat airports like trophies. We try to go places that leave a mark — not just on our passports, but on us. That mindset took us recently to southern
How Traveling to Africa Taught 2 Retirees About Slowing Down Read More »
Key Takeaways Springfield ranks among the top U.S. retirement destinations, offering a mix of affordability, culture, and healthcare access. Retirees can enjoy diverse activities—from museums and live events to outdoor recreation. Massachusetts sate tax breaks for seniors and Springfield’s relatively low housing costs can help make retirement more budget-friendly. Springfield, Massachusetts, nestled in the western
This Massachusetts City Stands Out for Retirees on a Budget Read More »
Key Takeaways These six towns show that retirees can enjoy comfort and quality of life without breaking the bank. In fact, in four of the six counties featured, median home values are under $130,000—offering significant value for those seeking a peaceful retirement. From Gregory’s hunting traditions and Tryon’s equestrian scene to Parker’s lively senior center,
Affordable Small Towns for Retirees: 6 Hidden Gems Read More »
Key Takeaways Las Vegas, New Mexico, is an ideal location for retirees seeking natural beauty and outdoor adventure. The Santa Fe National Forest, the Santa Fe National Historic Trail, and the Gallinas River are all just minutes from the city center. This scenic small town has nine National Register historic districts with over 900 registered historic sites.
Key Takeaways Adams County’s low cost of living stretches retirement savings further than Florida. Affordable home prices and rentals make housing highly budget-friendly. Healthcare access is decent locally, with specialized care a short drive away. Rich culture, history, and natural beauty add lifestyle value. Mississippi’s retiree-friendly tax policies keep more money in your pocket. When
This Charming Mississippi County Is Becoming a Hidden Gem for Retirees Read More »