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New York State Gets Big Win Against Snowbirds Changing Residency

Category: Financial and taxes in retirement

January 11, 2025 — So you decided to move from a high tax state like New York, Connecticut, New Jersey, or Massachusetts. You followed all the right steps, getting a driver’s license in your new state, registering to vote there, and spending less than half the year in your old…

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Published on January 10, 2026
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My Timeshare Is an Albatross

Category: Financial and taxes in retirement

December 3, 2025 – Maybe you have had a timeshare for a long time. Probably you got to enjoy some fun vacations with it, maybe even trading it for a different location or time. But as time goes on you used it less and less, and began to resent the…

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Published on January 3, 2026
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Retirees Catching Some Big Tax Breaks in 2025

Category: Financial and taxes in retirement

November 30, 2025 — The federal tax bill that comes into effect for 2025 has some very nice tax breaks coming your way. Along with the even bigger tax cuts for the ultra rich, they might send the country into insolvency, but at least you get to enjoy a lower…

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Published on November 29, 2025
Comments 11

Affordability Be Darned: How to Live in Style on a Budget

Category: Financial and taxes in retirement

November 11, 2025 — The hottest political button right now seems to be affordability. Everything costs so much since Covid, and no COLA from Social Security is going to make up for it. A long time ago we wrote an article, “How to Be a Cheapskate and Retire in…

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Published on November 10, 2025
Comments 10

Stop Worrying, Start Building: A Midlife Guide to Retirement Confidence

Category: Checklists

October 17, 2025 – Are you in your 40s and 50s and feeling stressed about retirement? Join the club – millions of others are feeling the same way. Many people in their 40s or 50s wake up to the realization that retirement isn’t as far away as it once seemed.

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Published on October 16, 2025
Comments 17

Do You Have This Financial Problem – Not Spending Enough?

Category: Financial and taxes in retirement

October 12, 2025 — You probably know some well-off people who live well below their means .- we sure do. At the extreme end these folks won’t buy anything if it’s not on sale. They opt for the cheapest entree at a restaurant. And forget about business class tickets, even…

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Published on October 11, 2025
Comments 2

So I Asked AI – When Can I Retire?

Category: Financial and taxes in retirement

July 29, 2025 — Everybody’s talking about Artificial Intelligence (AI). Governments are fretting about how to control it, employees worry it will take away their jobs, and a lot of other folks don’t really care. The reality is that it is going to get even more important, and about to…

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Published on July 28, 2025
Comments 8

Biggest Worry About Retiring? Running Out of Money

Category: Financial and taxes in retirement

July 23, 2025 — Almost two thirds of Americans have this understandable fear- that they will live longer than their money lasts. According to the Morningstar Center for Retirement & Policy Studies, 45% of Americans who retire at 65 have an increased risk of running out of retirement savings…

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Published on July 23, 2025
Comments 1

It’s Crazy Time at the US DOL – Pay Home Health Care Workers Less Than $7.25/hr

Category: Financial and taxes in retirement

July 23, 2025 – There is crazy and there is cruel, and both themes are running rampant at the U.S. Department of Labor these days. For cruelty, the Labor Department has just proposed eliminating some safety standards at factories and mines, as well as to limit the government’s ability to…

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Published on July 22, 2025
Comments 20

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