Browsing: Retirement

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.…

When’s the last time you made a friend? Not just someone you see at work, or someone who is an acquaintance – a real friend. Someone…

If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. And…

There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now, as are the potential consequences…

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…