Browsing: Retirement

2025 has been a busy year as some of the Inflation Reduction Act initiatives have taken effect. The biggest one is probably the cap on Part…

President Donald Trump signed his long-awaited executive order paving the way for 401(k) providers to offer access to private equity investments on Thursday, opening the floodgates…

You can read many facts and figures that help explain why early retirees need to find a good health insurance policy. However, research on how people…

I recently visited a friend who is in his 80s and was hospitalized after a fall. He did not know where he was, was convinced lawyers…

If you’re contemplating early retirement before Medicare eligibility at age 65, you’re going to need a good health insurance plan. Such a plan can help prevent…

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…