Browsing: Retirement

The Social Security actuary projects the 2025 budget law Congress passed in July will accelerate insolvency of the program’s retirement trust fund from early 2033 to…

When the Bureau of Labor Statistics releases inflation numbers for July on Tuesday morning, August 12, the news is expected to be bad and will affect…

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…