Retirement
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Is Taxing Estates Under Income Tax a Good Idea – Center for Retirement Research
But it might be better to pay additional payroll taxes on the estate In a great new book, British Columbia…
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Happy Thanksgiving 2025! – Retire at age 40
Happy Thanksgiving to everyone! Wow, 2025 is a tumultuous year. Life in the RB40 family is pretty crazy, too. RB40Jr…
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Low inflation doesn’t mean Americans are doing well – Center for Retirement Research
High prices persist – making life more unaffordable – and further increases are coming This year's election has proven hollow…
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Gratitude and Money: How Gratitude Supports Financial Success
There’s a surprising connection between gratitude and using your money well. When you combine gratitude with a clear financial plan,…
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Study finds high levels of inequality among older Massachusetts residents – Center for Retirement Research
In a recent podcast, I discussed their research with Laura D. Quinby of Boston College's Center for Retirement Research (CRR)…
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RB40 Sandwich Part 1
Hello everyone! I hope you are well. Life is constantly changing and we all have to adapt. What a pain…
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The best way to protect Social Security and Medicare is to balance the budget – Center for Retirement Research
New book argues that equilibrium requires the richest 1% to start paying taxes again Some observers point to the poor…
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The Pros and Cons of Inheriting a House: Learn How to Make a Good Plan for Your Heirs
For most people, a home has more than just financial value; Over time, it becomes filled with fond memories and…
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The cost of raising a high school freshman
Hello everyone! I'm completely exhausted today. Yesterday was a very long day. I woke up at 5:30 in the morning…
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The Fed, Mortgage Rates, and Home Prices – Center for Retirement Research
I recently spoke with a couple who were looking to sell their home. Their real estate agent told them the…
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