Latest articles by Maurie Backman
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Time to Stop Driving? When Older Drivers Need to Hang up the Car Keys
Does your older parent or spouse need to stop driving? It's one of the hardest transitions in aging, and there's no simple fix.
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I'm 57 with a great remote job, but my company wants me in the office full-time. I don't have the energy for a daily commute. Help!
We asked career planning and human resources experts for advice on how to handle return-to-work orders.
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I'm 54 with a $320,000 IRA and will soon be self-employed, earning about $120,000 per year. How much should I be saving for retirement?
We asked financial experts for advice.
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I'm 58, divorced, and dating again, but women just seem to care about the size of my bank account.
Does size matter? We ask experts in dating, financial planning and law for advice.
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I'm 61 and need $50,000 for home repairs. Should I borrow, given today's rates, or take a withdrawal from my $950,000 401(k)?
We asked financial experts for advice.
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I'm 62 and want to work a few more years, but AI makes me feel like a dinosaur. Can't I just do my job without technology complicating things?
We asked professional career coaches for advice.
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Living Solely on Investment Income in Retirement: Just a Fantasy?
Relying only on investment income from your portfolio is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?
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Turn Your Retirement Hobby into Income: The Pros and Cons
Earn extra cash from a retirement hobby or passion project. Here's what you need to know before making a commitment.
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I want to help pay for my grandkids' college. Should I make a lump-sum 529 plan contribution or spread funds out evenly through the years?
We asked a college savings professional and a financial planning expert for their advice.
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I Retired at 60 Two Years Ago With $3.1 Million. My 62-Year-Old Wife Still Works Because She Wants to, but She Resents My Free Time. Help!
We asked a psychologist and a mediation expert for advice.
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I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
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I'm 52, make $210K a year and heard I may lose a 401(k) tax break in 2026. Should I max out my 401(k) anyway?
We asked financial experts for advice.
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I have to take a $22,000 RMD by the end of the year, and I don't need the money. What should I do with it?
We ask financial experts for advice.
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I'm in my 50s and thinking about prepaying my own funeral. Is it worth it?
We asked financial experts to weigh in.
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I Got Laid Off at 59 with an $800,000 401(k). What Are My Options?
If you've also recently been laid off, don't panic! Here's expert advice on what to do.
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I claimed Social Security six months ago at 62, but my checks are too small. What are my options?
We asked financial experts for advice.
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I want to retire, but I have to keep working so my adult kids have insurance. Help!
It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice.
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I'm 68 and health issues forced me to retire. Should I claim Social Security or use my savings until I'm 70?
We asked financial planning experts for advice.
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Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to end up there.
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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
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I'm 60 with $4 million — can I have a luxury retirement?
With inflation and volatility, how careful should I be?
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My husband and I retired this year at 67 with $3.2 million. He's very frugal whenever we travel, which makes me resentful. How can I convince him to loosen up?
Sponsored by Savant Wealth Management
We asked financial planning experts for advice.
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I'm a 76-year-old widow and my son is pushing me into assisted living. How do I convince him I'm fine living on my own?
We asked financial experts and therapists for advice.
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I'm 63 with an aging house that needs repairs, but I might eventually move to a retirement community. Is it worth making those fixes?
We ask financial experts for advice.
