Browsing: Retirement

One week before Thanksgiving, I spoke with a woman who was not happy with her Medicare Part D plan. “I need to change and would like…

The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead of enduring awkward silences or rehashing…

Thanksgiving dinner is more than a national and family ritual. It is a check-in of the family Board of Directors. Yes, every family has what is…

I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the notion of “business…

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps…

Holidays may bring you into face-to-face contact with your aging parents and other loved ones. Maybe you’ve been meaning to talk with them for future planning.…

The Centers for Medicare and Medicaid Services (CMS) announced the 2025 inflation-adjusted amounts for Medicare Parts A, B, and D. The base monthly premium for Part…

This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid long-term services and supports (LTSS) program.…

Having the option to take an early retirement is a really nice thing to have. But how much money do you need to retire at 55?…

After retirement, people have self-reported that they miss the people more than the position or money. Not only are they more limited in social interaction, but…