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Personal Finance
This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid long-term services and…
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In an ideal world, I believe it takes about five years to prepare for retirement – what’s next in life. One…
The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2025,…
2025 Medicare Changes Every year there are changes to Medicare Advantage Plans and Social Security. Most years the changes are not…
There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on…
Estimated tax requirements are a frequent problem for retirees, with many incurring penalties for underpaying their estimated taxes. Fortunately, there’s a…
Many pre-retirees and retirees make serious mistakes regarding their retirement income and spending for living expenses. This is very understandable, since…
