Aging Parents And Dreaded Falls: Can They Prevent Them?
Most of us know some older person who had a bad fall and broke a hip. When they do recover, they are not the same as before. And in some…
Which Is Better For You?
Is it better to make after-tax Roth 401(k) contributions or save before-tax in a traditional 401(k)? The answer varies depending…
Are You A Solo Ager, Or Will You Be? What To Consider
Aging solo is a result of many factors. Some solo agers are widowed, or never married. Some have lost a…
What To Expect In Next Year’s Medicare Part D Policies And Premiums
The final numbers aren’t in yet, but it looks like premiums for Medicare Part D prescription drug insurance policies will…
Why You Should Coach Your Financial Advisor Like An NFL Roster
In the NFL, even the best players have to earn their spot every season — and the people managing your…
Simple Mistake Costs Estate Big Tax Break
The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law.…
Retirement Planning Lessons From The Bible
The 24 books comprising the entire Hebrew Bible cover a wide range of topics in history, law, poetry, wisdom, and…
Action Now to Protect Benefits
Happy birthday, Social Security! President Franklin D. Roosevelt signed the Social Security Act into law on August 14, 1935, establishing…
How The 2025 Budget Act Accelerates Social Security’s Insolvency
The Social Security actuary projects the 2025 budget law Congress passed in July will accelerate insolvency of the program’s retirement…
Who Are Those Fantastic SuperAgers And Why Do They Stay Healthy?
Everyone wants to stay fully independent as we age. A few people over age 80 do and they don’t suffer…
Now Is A Great Time To Revisit Your Risk Tolerance
Despite all the mayhem in the world today, the market has remained pretty resilient, hasn’t it? But even as summer…
The Social Security COLA Could Shortchange You In 2026
When the Bureau of Labor Statistics releases inflation numbers for July on Tuesday morning, August 12, the news is expected…
The Medicare Prescription Payment Plan In 2026
2025 has been a busy year as some of the Inflation Reduction Act initiatives have taken effect. The biggest one…