For most folks heading into retirement, there’s always that time of reflection, deciding if you can actually retire. “Do I have enough saved?” “Will...
At the beginning of every year, Americans receiving benefits from Social Security and Medicare find out what changes have taken place and what it means to...
With the end of the year in sight, lots of plans are being made—what gifts to buy, what the menu will be, and how...
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...

20 IRA Mistakes

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Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
Of the 65 million people who get healthcare coverage through Medicare, approximately 30 million access their coverage through Medicare Advantage plans (MA). Most people...
Last week was one of the worst weeks in the history of the US stock market. Thursday’s plunge was the worst one-day loss other...
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all...
Social Security was signed into law in 1935. It’s part of American culture. You’d be hard-pressed to find someone who hasn’t heard of Social...
Planning, planning, it’s all about planning when your goal is retirement. When you hang up your career, you don’t want any surprises, or at...