Browsing: Retirement

Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a Tier 5 medication in January and…

The incoming Trump Administration has been sending mixed signals about the fate of Medicare. But if Trump advisers and GOP lawmakers are serious about slashing government…

As 2024 draws to a close, it’s time to plan for the New Year. One important budget item that many are reluctant to address is Medicare…

In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to him and what it doesn’t. He…

The Biden administration appears to have pulled off the elusive economic soft landing, getting inflation in check without crashing the economy into a recession. While inflation…

It Happens With Aging Parents At A Distance Like many adult children with aging parents, the brother and sister in this true scenario were increasingly worried…

“I don’t want to live a long time. My parents really suffered in their final years.” I’ve heard this sentiment from relatives and friends who watched…

This article is written to provide you with the reasoning for the Windfall Elimination Provision (WEP). There has always been a debate as to whether this…

Like many people, you may have put off finalizing estate tax planning 2024 election results were in. Some people held off on any gifting to make…

When it comes to ambition, pacing and purpose, every generation has its own healthy operating beliefs. There’s overlap but overall, the development of wisdom is cumulative…