Christine Benz

A veteran manager assesses which parts of the muni market appear attractive, the pros and cons of buying individual munis, and which municipalities he’s avoiding.

The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.

Provisions in Secure 2.0, OBBBA affect retirement savers and retirees.

New research shows that flexible withdrawal strategies can help you spend more in retirement.

And how not to!

Retirees can increase their spending power by taking a more flexible approach.

The author and investment advisor on the danger of chronic deficits, the importance of central bank independence, warning signs in private credit, and why he’s still optimistic about America’s future.

The tax and IRA expert shares tips for getting the most bang from your charitable dollars in 2025 and 2026.

Consider these ideas as the year winds down.

Figuring out where you land on the maximizer/satisficer continuum could save you some time and money.