Browsing: Retirement
Nonqualified deferred compensation (NQDC) plans let employees and executives defer income for retirement or other purposes beyond the yearly limits on deferrable amounts in qualified retirement…
On-demand living, from home services to grocery delivery to ride-sharing, was once framed as the domain of convenience-hungry Millennials and Gen Z’ers. But look around any…
Andy Gullahorn, a gifted singer-songwriter, recently delivered a gift of his own with an unlikely wrapper. Using a provocative metaphor, he asks: “Does it really count…
It’s been a year since I switched from traditional Medicare to a Medicare Advantage program. How did it work out? For years my wife and I…
This article explains the factors to consider before you file for Social Security benefits. A married couple needs to look at their claiming decision as a…
The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2026, the amount most individuals can…
Team Name: SiRiCa Wealth Management Group Firm: Merrill Wealth Management Senior Members: Todd Silaika, Erick Richardson, Scott Calhoun, Lee Wilson, James Coker Location: Clifton Park, NY…
What was once considered a niche is now becoming the new normal: solo aging in retirement. For millions, especially women, it’s a stage of life that…
The nation’s 75 million Social Security recipients will receive a 2.8% cost of living adjustment (COLA) increase in their benefits in 2026, up slightly from this…
One of the most productive meetings I had this year was atypical, to say the very least. I’d driven a total of about seven hours from…