Browsing: Retirement

Earlier this year, a family member had a screening colonoscopy. He’d seen the news stories about the Affordable Care Act mandating no out-of-pocket costs, such as…

Medicare Advantage plans are popular. They’re estimated to have enrolled more than half of Medicare beneficiaries for the first time in 2024. But changes are underway.…

One of the most knowledgeable financial advisors I’ve ever observed had one of the worst communication tendencies one could have in such a role: He constantly…

The decisions you face as you transition into and through retirement are more complex, with higher stakes, compared to the saving and investing decisions you’ve had…

Nowadays, you can find many people who call themselves “financial planners” or “retirement advisers.” Unfortunately, there aren’t consistent definitions and professional requirements for these common terms,…

A new study published in the New York Times demonstrates some startling findings about loss of ability to make money decisions in older people. The study…

Saving for retirement requires dedication and time. During those years, however, market movements will make significant jumps that you can then celebrate. And we’re in the…

Learning about services that Medicare covers, and their cost, is an important discussion topic for Medicare beneficiaries. However, there is one subject that rarely comes up:…

The May 2024 jobs report showed remarkable strength just in time for new graduates despairing that they might have to move home. You got this, graduate.…

The opportunities for financial advisor education have improved so dramatically in the past 25 years. When I graduated from college with a generic business and finance…