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Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied): $329 million Background: Melaina Cano’s passion for investing was sparked early by her…

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…

The Centers for Medicare and Medicaid Services has started releasing information about the 2026 costs and changes to Medicare. One of the first notices addresses Part…

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…

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…

Since Congress passed the big tax and spending bill on July 3, most observers have focused their attention on its cuts to Medicaid. But the Trump…

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…

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…