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Over the years much has been written and communicated in the media that Social Security is going bankrupt or is insolvent and this is creating a…

In a 2023 survey, over 65% of participants said that Medicare was confusing and difficult to understand. This can result in coverage problems. Here’s a recent…

Despite uncertainty about tariff policy, federal government layoffs, and ever-rising federal government debt, the U.S. economy and financial markets continue to show resilience. The S&P 500…

There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance, many treatments won’t be covered unless…

Where’s the best place for you to live in retirement? There are plenty of reports that try to provide the answer. For example, Bankrate recently released…

Deciding where to live in retirement is one of the most important decisions you’ll make that can significantly impact your quality of life. If you’re transitioning…

Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market Survey, released Thursday, showed that the average rate…

Retirement account owners above a certain age must take annual distributions from their accounts each year, known as required minimum distributions. Failure to take the full…

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

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available…