Browsing: Retirement

Fidelity Investments recently released its annual estimate of healthcare costs in retirement. The scary numbers indicate the average person older than 65 years old may spend…

The federal government recently released two important changes that are relevant to seniors. 2024 Part B premium Will Be $174.70 The new 2024 monthly premium will…

Do an internet search on the Inflation Reduction Act. You’ll find several sites that mention deficit and carbon emissions reduction, investment in domestic energy production, and…

On October 12, 2023, there were two important press releases relevant to seniors. 2024 Part B Premium Will Be $174.70 The new monthly premium will be…

Even if you’re not a Swiftie, it’s nearly impossible to escape the hype surrounding Taylor Swift’s new album, tour, and movie. In fact, some would argue…

Few thing symbolize our independence like driving a car when and where we want to. For aging parents, there is nearly always an end to that…

Medicare has a notorious history of not treating vaccinations equally. Here’s an example from Ed, one of my clients. My physician’s office contacted me because I…

The youngest members of Generation-X are now in their 40s, while the oldest Gen-Xers are now in their late 50s. This means it is time for…

The youngest members of Gen X are now in their forties, while the oldest Gen Xers are now in their late sixties. This means it is…

The 4% rule seems so simple. Multiply your savings by 4%, and that’s how much you can spend the first year in retirement. After that, adjust…