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Medicare Advantage is changing for many!
“Medicare Advantage,” also known as “Medicare Part C,” will undergo some significant changes for 2026. Thus if you currently have a Medicare Advantage plan, be sure to do your due diligence as the new year approaches! Medicare Annual Open Enrollment,…
Medicare “Open Enrollment” is now – Here’s how to save money!
The annual Medicare “Open Enrollment period is upon us, starting on October 15th and running through December 7th. This is the time of the year when you can change your Medicare coverage, and it is the best time to evaluate…
The Medicare Plan Finder portal contains errors
The Medicare Plan Finder portal contains errors and conflicting information that could lead the individual to sign up for the wrong plan. Why does this pose a problem? The Medicare annual open enrollment season currently runs from October 15th through…
Another day, another Social Security scam
Did you receive a personalized letter signed by Chief Justice John Robetrs and Associate Supreme Court Justice Sonia Sotomayor? If so, it is a scam according to the Social Security Administration’s office of the Inspector General. The letter warns the…
Going back to the basics
Many people are afraid of cuts to Medicare and Social Security. According to a new survey by NerdWallet, 70 percent of Medicare recipients are concerned that their benefits will be reduced in their lifetime. “When you have worries like this,…
It is time to optimize your coverage
Medicare premiums in 2026 are increasing to an estimated Part B premium of $206.50, according to the latest Medicare Trustees report. One of the largest year-over-year increases in a very long time. So, what is the Medicare recipient to do?…
Determining your retirement savings needs
Some leading retirement experts have said that two million dollars is generally enough to retire comfortably. But do you really need that much saved for retirement? Everyone’s idea of retirement is different, so should their retirement savings; however, there are…
Are American retirees underprepared?
Is retirement in America truly a tale of two cities? Yes, there is a certain section of the retiree population that is doing well during their retirement, while others are not. Why are U.S. retirees generally underprepared to live well…
National HSA day
Although Health Savings Accounts (HSAs) are not officially recognized as retirement savings accounts, they can be used to supplement retirement savings in various ways. In honor of National HSA Day, October 15th, the Plan Sponsor Council of America (PSCA) has…
Bring your retirement strategy up to speed
The only thing constant is change – Heraclitus. That can also be said about retirement planning. The world is evolving, so should your retirement strategies. The same old strategies that served our parents simply do not apply in today’s economy.…