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Despite all the mayhem in the world today, the market has remained pretty resilient, hasn’t it? But even as summer is coming to a close and…

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…

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…