An Another Way To Downsize After Retirement

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It is amazing how much we can accumulate. I don’t have just a junk drawer, but I should clean out

Benefits, AI, And The Multigenerational Workforce

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For decades, employers, benefits providers, and retirement plan sponsors worked on a shared assumption: there was such a thing as

A Wealth Of Information In Three Little Letters

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In a 2023 survey, over 65% of participants said that Medicare was confusing and difficult to understand. This can result

U.S. Public Pensions Adapt To Change, And It’s Paying Off

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Despite uncertainty about tariff policy, federal government layoffs, and ever-rising federal government debt, the U.S. economy and financial markets continue

Changes In Prior Approval Coming To Traditional Medicare, Medicare Advantage

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There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance,

What You Need To Know About The New Retirement Account RMD Penalty

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Retirement account owners above a certain age must take annual distributions from their accounts each year, known as required minimum

4 Steps To Help You Decide Where To Live In Retirement

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Deciding where to live in retirement is one of the most important decisions you’ll make that can significantly impact your

Finances Are Not The Only Factor When Deciding Where To Retire

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Where’s the best place for you to live in retirement? There are plenty of reports that try to provide the

Mortgage rates inch lower this week

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Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market Survey, released

The Looming Retirement Crisis Is Real And So Are The Solutions

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There’s no shortage of turmoil around Social Security and retirement security these days. If you listen to Americans—Republicans, Democrats, the

Medicare Prior Authorization Getting WISeR? Five Essential Questions

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On June 27, 2025, the Centers for Medicare and Medicaid Services introduced the WISeR model. This has generated an incredible

How To Slash The Burdens Of IRA Required Minimum Distributions

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Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the