Older people who suffer financial or physical abuse tend to have one thing in common. They’re usually living alone and are isolated. That gives caregivers and others their opportunities. In this article, a former prosecutor of elder abuse argues that adult children bear a responsibility to stay in touch with their parents frequently to be […]

There’s a time bomb ticking in many estate plans, possibly even in yours. You likely won’t even know if the bomb goes off… or, for that matter, how big the explosion will be. You see, the “bomb” is the person — or people — you name to act for you. Whether they act during your […]
That’s the well-received adage of Wall Street. Many investors swear by it. But this article takes a different tack. It has charts and tables to argue that “sell in May and go away” is bunk. In the short run, the day, week or month in which you choose to buy stocks will invariably lead to […]
Either technology is taking over the economy, or the market is sending some warning signs about technology stocks. I wrote earlier this year about how technology’s share of the S&P 500 has been climbing the last few years because returns in technology stocks are much higher than the rest of the index’s sectors. Recently, the […]
The recent annual report of the Trustees of Social Security and Medicare made a lot of headlines, and AARP didn’t like all of them. The organization responded with a different take than some of the media coverage. AARP argues that the programs will be able to pay most promised benefits indefinitely and could pay all […]
The newsletter International Living is out with its latest annual ranking of the best places outside the U.S. for U.S. citizens to retire. The ranking is compiled based on reports from the publication’s writers and reporters. As with all such rankings, what’s good for one person isn’t necessarily good for you. Examine carefully the reasons […]

Many estate plans don’t produce the results the owners intended… Which is too bad — because most of these failures are preventable. The failures usually don’t spring from the tax strategies or language in the will. The failures most often result from the human side, or soft side, of Estate Planning. There are two main […]
Ken Rogoff, an expert in global financial crises, takes a look at what’s happening in emerging markets and asks if they are a warning signal for the global economy. There are currency crises in Turkey and Argentina. EM currencies are declining in value, and many EM stock markets are down even as the U.S. markets […]
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