Personal Finance
This morning, the Bureau of Labor Statistics (BLS) released the July inflation numbers, which were higher, as economists expected. Normally, a higher inflation…
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The final numbers aren’t in yet, but it looks like premiums for Medicare…
President Donald Trump signed his long-awaited executive order paving the way for 401(k)…
You can read many facts and figures that help explain why early retirees…
I recently visited a friend who is in his 80s and was hospitalized…
Spotlight
On July 4, 2025, the One Big Beautiful Bill Act was signed into law. For estate planners, the bill brought certainty…
For decades, employers, benefits providers, and retirement plan sponsors worked on a shared assumption: there was such a thing as an…
In a 2023 survey, over 65% of participants said that Medicare was confusing and difficult to understand. This can result in…
An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long and…
In homes across America, a quiet crisis is unfolding. The “sandwich generation” – adults simultaneously caring for their children and aging…
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right plan…