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Review Your Part D Plan Now, In Case The Medicare Plan Finder Glitches
In 2019, an updated Medicare Plan Finder made its debut. Heralding its arrival, the Centers for Medicare and Medicaid Services said it would “provide a personalized experience through a mobile…
Editor's Pick
4 Common Mistakes Folks Make In Retirement
Reaching retirement is one of life’s major milestones. After years of training and education, decades in the workforce, and diligently…
George Kinder’s Key To Finding—And Being—A True Fiduciary
Sitting at a kitchen table, George Kinder asked a question of a young woman. Her response opened the door to…
Why 401(k) Plans Avoid Risk Capacity Details You Already Know
Call it the “risk paradox.” You know when to play safe—you don’t invest money you’ll need soon in the stock…
14 Best Places To Live (Or Retire) For As Little As $1,200 A Month, According To A New Report
Can you really live or retire overseas on just $1,200 a month? According to a new report from International Living,…
Mortgage rates fall for fourth consecutive week, lowest level in over a year
Mortgage rates fell for the fourth consecutive week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market…
The Surprising Extra Estate Planning Step Required For Social Security Benefits
Many people know it is important to have a financial power of attorney so someone else can manage your finances…
Venmo to roll out rent, mortgage, retail payment feature in ‘first-of-its-kind’ partnership
Venmo is taking a big step beyond splitting dinner bills. Starting in 2026, users will be able to make rent,…
If You Had An Abusive Parent, Are You Obligated To Help As They Age?
An 89 year old woman lives alone in a small apartment in suburbia. She is low income and has government-…
One Secret For Aging Positively
With increased life expectancies and people delaying retirement, there are five generations working together in the workplace. But once we…
Social Security Strategies For Married Couples
When should you take Social Security? For married couples, deciding when to start Social Security benefits is a complex analysis.…
How A Merrill Advisor Manages $300 Million For First Generation Black Wealth Creators
When Nedra Agnew was working in the U.S. foreign service, her trajectory seemed clear: she was on a path that…
Today’s Social Security COLA Is Inadequate For Three Reasons
Today’s Social Security COLA (Cost-of-Living Adjustment) means that about 75 million Americans just learned that they will be receiving a…