Houston First Financial Group

On the latest retirement planning front: “gray divorce” is becoming a bigger issue for older couples, and the financial implications can be complicated.

I was recently mentioned in a ThinkAdvisor article by Rob Burgess discussing the tax and retirement issues that can come up when couples split later in life.

This is exactly the kind of topic we talk about often on Money Matters — because retirement planning is not just about investments. It’s also about taxes, income, Social Security, pensions, healthcare, estate planning, and making sure the plan still works when life changes.

Thanks to Rob Burgess and ThinkAdvisor for including my perspective.

Article here:

Tax and Retirement Issues to Watch for in 'Gray Divorce' For advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.

The hardcover just dropped.

And for a limited time it's available
at the launch price of $14.99 — before
it moves to full price.

If you've been waiting for the version
you can hold, highlight, and hand to
someone — this is your window.

Digital Kaizen is now available in
all formats:

✅ Ebook
✅ Paperback
✅ Hardcover
🎧 Audiobook — coming very soon

📖 Link in the first comment.