I recently visited a friend who is in his 80s and was hospitalized after a fall. He did not know where he was, was convinced lawyers had come to visit…
It is amazing how much we can accumulate. I don’t have just a junk drawer, but I should clean out…
For decades, employers, benefits providers, and retirement plan sponsors worked on a shared assumption: there was such a thing as…
In a 2023 survey, over 65% of participants said that Medicare was confusing and difficult to understand. This can result…
Despite uncertainty about tariff policy, federal government layoffs, and ever-rising federal government debt, the U.S. economy and financial markets continue…
There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance,…
Retirement account owners above a certain age must take annual distributions from their accounts each year, known as required minimum…
Deciding where to live in retirement is one of the most important decisions you’ll make that can significantly impact your…
Where’s the best place for you to live in retirement? There are plenty of reports that try to provide the…
Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market Survey, released…
There’s no shortage of turmoil around Social Security and retirement security these days. If you listen to Americans—Republicans, Democrats, the…
On June 27, 2025, the Centers for Medicare and Medicaid Services introduced the WISeR model. This has generated an incredible…
Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the…
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