Browsing: Retirement

The whole point of retirement is to improve your life—at least, that’s the case for most people. However, many people assume that if they stop working,…

Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a care…

Given recent trends in longevity, there’s a good chance you could be retired for 20 to 30 years, which might mean you’ll be retired for a…

As the 2024 election approaches, candidate Vice President Harris and Former – President Trump promise to protect Social Security, but only Donald Trump has specific proposals.…

Medicare’s open enrollment period started on October 15 and runs through December 7 this year. That means you can now comparison-shop your Medicare coverage, which can…

There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on the hills of passive vs.…

Many pre-retirees and retirees make serious mistakes regarding their retirement income and spending for living expenses. This is very understandable, since building sources of lifetime retirement…

Estimated tax requirements are a frequent problem for retirees, with many incurring penalties for underpaying their estimated taxes. Fortunately, there’s a little-known strategy that can help…

Since January 1, 2023, there has been a cap on insulin for Medicare beneficiaries. The cap applies to those who have Part D prescription drug coverage,…

The Medicare Prescription Payment Plan (MPPP, M3P or MP3) will take effect January 1, 2025. It will allow those who have Part D prescription drug coverage…