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On July 4, 2025, the One Big Beautiful Bill Act was signed into law. For estate planners, the bill brought certainty to the uncertainty surrounding the…

I believe wealth management that only accounts for your money is disconnected from reality and may even leave you with a bankrupt calendar or an exhausted…

We’re well into the third quarter of the year, so it’s a good time to review the actions you should consider taking with your IRAs before…

The Social Security Administration has proposed changes—again—with respect to its phone service options. If the changes are approved, the agency will require beneficiaries to go online…

It seems a month doesn’t go by without hearing from someone who made a Medicare enrollment mistake. In the past, I have addressed the big problems…

For decades, employers, benefits providers, and retirement plan sponsors worked on a shared assumption: there was such a thing as an “average worker.” Generally, employees could…

In a 2023 survey, over 65% of participants said that Medicare was confusing and difficult to understand. This can result in coverage problems. Here’s a recent…

Despite uncertainty about tariff policy, federal government layoffs, and ever-rising federal government debt, the U.S. economy and financial markets continue to show resilience. The S&P 500…

There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance, many treatments won’t be covered unless…

Retirement account owners above a certain age must take annual distributions from their accounts each year, known as required minimum distributions. Failure to take the full…