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There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now, as are the potential consequences…

The whole point of retirement is to improve your life—at least, that’s the case for most people. However, many people assume that if they stop working,…

Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a care…

The upcoming election is only days away, and the two presidential candidates remain in a statistical dead heat. Control of the U.S. Congress seems likely to…

Subsidizing home care for aging adults has been discussed in decades past. Now it is part of the political discussion once again. Can it ever be…

As the 2024 election approaches, candidate Vice President Harris and Former – President Trump promise to protect Social Security, but only Donald Trump has specific proposals.…

There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on the hills of passive vs.…

Estimated tax requirements are a frequent problem for retirees, with many incurring penalties for underpaying their estimated taxes. Fortunately, there’s a little-known strategy that can help…

Many pre-retirees and retirees make serious mistakes regarding their retirement income and spending for living expenses. This is very understandable, since building sources of lifetime retirement…

Since January 1, 2023, there has been a cap on insulin for Medicare beneficiaries. The cap applies to those who have Part D prescription drug coverage,…