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We Are Millionaires – Here’s a Snapshot of Our Lives
My mission is to share my unique Rich Habits research in order to add value to your life and help you realize…
Is Your Medicare Advantage Plan Undermining Your Health Care?
Image source: UnsplashFor millions of retirees, Medicare Advantage plans seem like the perfect solution–affordable premiums, bundled benefits, and a promise…
6 States That Quietly Tax Social Security More Than Others
Image source: UnsplashMany retirees choose where to spend their golden years based on sunshine, family proximity, or cost of living.…
Giving Intelligently and Responsibly Takes Time and Effort
Dear Dave,My wife and I have worked hard for many years. We’ve tried to be smart with our money, and…
Key Insights from the Rich Habits Research Summary
If you find value in these articles, please share them with your inner circle and encourage them to Sign Up for…
Should You Be Paying Rent to Live in Your Adult Child’s Home?
Image source: UnsplashMoving in with your adult children during retirement can be a win-win. You save money, they have help…
10 Things Landlords Can Now Legally Ask If You’re Over 60
Image source: UnsplashRenting a home or apartment after 60 can be a very different experience from leasing when you were…
10 Everyday Purchases Retirees Are Wasting Money On, Now Free Under Medicare
Image source: UnsplashRetirement often means tightening the budget, but sometimes the savings you need are already available. You just have…
Are You Secretly Liable for Your Grandchild’s School Loan?
Image source: PexelsThe cost of higher education in the United States has soared to staggering heights, and many families turn…
5 Housing Programs That Sound Helpful—Until You Read the Fine Print
Image source: UnsplashNavigating the world of housing assistance and senior living options can feel overwhelming. With countless programs designed to…
