Medicare Advantage Plans Receive Some Breaks For 2026
Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries and the consequences of those actions. For example, the Centers…
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Here’s why the average US credit score is falling
The average U.S. credit score slipped nationwide, largely due to the resumption of federal student loan delinquency reporting on U.S.…
Plan Your 2025 QCDs And RMDs Now
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right…
When Aging Parents Won’t Listen: Safety Concerns Versus Independence
The phone calls to us often start the same way: "My mom refuses to move out of her house, but…
Medicare Enrollment Trap: Incomplete Instructions
We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…
How Much Money You’ll Need
If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…
How President Trump’s Tariffs Could Impact Your Retirement
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
Mortgage rates tick lower for third straight week
Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market Survey, released…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
Is Senior Living The Antidote To Loneliness For Older Adults?
The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…
How To Declutter Your Retirement Finances
There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…
Delaying Medicare Enrollment Can Lead To Life-Long Penalties
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…
Dr. Meir Statman’s Fourfold Framework For Financial Well-Being
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…