Browsing: Retirement

The annual Open Enrollment Period ends December 7, just 30 days from now. Traditionally, fewer than 30% of drug plan enrollees pay attention to how their…

In the famous 2022 Supreme Court Case of Dobbs v. Jackson Women’s Health Organization that overturned the national law that an abortion was a private matter…

The Centers for Medicare and Medicaid Services is notifying almost 950,000 Medicare beneficiaries that their personally identifiable information was compromised in late May 2023. In a…

A long time industrial plant manager was eager to retire. He even had numbers written on his truck’s visor that no one, not even his wife,…

Blended Families May Be At Greater Risk For Family Disputes Sometimes money and the need to care for aging parents can bring out the worst in…

The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2025, the amount most individuals can…

The author and his wife have enlisted the help of a free consultant to guide them until Medicare’s December 7th deadline. My wife and I have…

2025 Medicare Changes Every year there are changes to Medicare Advantage Plans and Social Security. Most years the changes are not dramatic. But this year the…

For decades, the desperate need for government to help support middle-income frail older adults, younger people with disabilities, and their family members has been clear. Until…

The IRS is filling gaps, fixing glitches and answering questions about the SECURE Act and SECURE Act 2.0, and about required minimum distributions (RMDs) in general.…