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Social Security is one of the most recognizable names around. And it should be. After all, it began in 1935. So, you’d think after 87 years Americans would have a really good understanding of what Social Security is and how it works. The 2022 Social Security Survey conducted by...

Well, here’s a shocker—the cost of healthcare is getting more expensive all the time—much more. And with the highest inflation rate in forty years draining people’s purchasing power, more Americans are finding it harder to pay their medical bills too. It wasn’t much easier in 2021. The Kaiser Family...

Not long ago, I wrote about those ubiquitous Part C Medicare Advantage TV ads that show up faster than a telemarketer can dial the phone. Well, the federal government has gotten so many complaints about MA ads that the rules governing them change beginning January 1, 2023. The Senate Finance...

International events and a strong U.S. dollar and not decimating foreign markets as you would expect. And things look even better if viewed through the lens of local currencies. Alhambra CEO Joe Calhoun breaks down the Currency Illusion.

Does this sound familiar?   “Hi, I’m (Joe Namath, Jimmie Walker, George Foreman, William Shatner—pick your favorite celebrity.) Check your eligibility for a zero premium Medicare Advantage plan that includes rides to medical appointments, home-delivered meals, and money added back to your social security check every single month, plus extra benefits...

Well, add one more item to the long list of inflation victims. Joining food and gas and about everything else in life is—retirement savings. A high percentage of Americans say staggering inflation has forced them to reduce or stop saving for retirement, and millennials lead the pack.   The information is...

Whether we're in recession depends on who you ask. Alhambra CEO Joe Calhoun looks at the data and compares this unique economic cycle with previous ones to come up with his conclusion.

In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is the amount an individual can pass on at death without paying estate taxes. The legislation set the exemption at $5 million per person, indexed for...

Inflation is painful. We’re reminded of it every time we go to the grocery store and the gas pump and when the utility bill comes. There’s a whole generation or two that’s never been through anything like this. And because it affects us on a personal level, it’s easy...

Worried about saving enough for retirement? You can put away more next year. The IRS has just announced the new retirement plan contribution limits for 2023.   The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan increases to $22,500, up...