Search
Have an existing account?
Sign In
Medicare Advantage Plans Receive Some Breaks For 2026
Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries and the consequences of those actions. For example, the Centers…
Editor's Pick
7 Alarming Facts About Wealth Inequality: Bring On the Pitchforks?
Ray Dalio, billionaire founder of Bridgewater Associates, once warned that if America didn’t address its widening wealth gap, the rich…
Medicare Enrollment Trap: Incomplete Instructions
We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…
How Much Money You’ll Need
If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…
How President Trump’s Tariffs Could Impact Your Retirement
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
Actually, Social Security Nailed It In 1983
For decades, Americans have been told that Social Security is teetering on the brink. Warnings about a looming mismatch between…
Is Senior Living The Antidote To Loneliness For Older Adults?
The Covid-19 pandemic brought with it a heightened awareness that loneliness can afflict anyone and that social isolation can be…
How To Declutter Your Retirement Finances
There’s a good chance you don’t really need all the various financial accounts, insurance policies, and investments you’ve accumulated over…
Dr. Meir Statman’s Fourfold Framework For Financial Well-Being
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the…
Delaying Medicare Enrollment Can Lead To Life-Long Penalties
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due…
As Tariff And Market Anxiety Rises, How Will Your Generation React?
“Oh, sh--. OK.” That was RH CEO Gary Friedman’s real-time reaction during an April 3 CNBC interview as he watched…
Here’s What It Takes For You To Securely Retire At 60
Whether you dream of retiring ASAP or working forever, prepping for a secure retirement is a smart move. As someone…
A Second Trump Shock To Programs For Seniors And People With Disabilities
The Trump administration has cut by more than 40% the staff that oversees critical federal programs for older adults and…