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Important Medicare Information
Medicare can be a confusing topic, and if you are on the cusp of age 65 (and thus soon eligible for Medicare), there are some really important things to know. First is the difference between “original Medicare” and “Medicare Advantage”…
Which Social Security 2026 Change will hurt the most?
Well, you may be surprised to see that this Motley Fool article by Keith Speights suggests that the 2026 Social Security change that will hurt most is the 2.8% Cost of Living Adjustment (COLA). But how can an increase in…
Do You Know Your COLA?
“COLA” – the annual Cost of Living Adjustment – is an important financial factor which most seniors look forward to each year with considerable anticipation. Especially due to recent inflation, COLA is how we can all keep up with rising…
2026 Healthcare Costs Going Up!
I guess it’s not terribly surprising that healthcare costs, along with most other living expenses, are going up next year. And, for healthcare, those increases are significant – from the Medicare premiums seniors must pay for their coverage, through the…
Delaying Social Security: Risk vs. Reward
Most financial advisors will suggest that waiting for a higher Social Security benefit is a wise strategy, yet very few seniors actually heed that advice. In fact, only about 10% of all SS beneficiaries maximize their Social Security benefits by…
Social Security in 2026
Each year, the Social Security Administration implements changes which can effect you, even if you are not yet collecting retirement benefits. Those changes are largely based upon national economic conditions and, for higher earners, will affect how much SS tax…
Claiming Social Security at 62: Discussing the Pros and Cons
In this interesting article by Kerry Hannon at Yahoo! Finance, the author provides an interesting perspective about the wisdom of claiming Social Security retirement benefits at the earliest possible age (62). It has been an ongoing debate with many diverse…
Watch Your Mailbox After Christmas. SSA-1099s In the Mail Soon
SSA-1099s and SSA-1042S will be available in your My Social Account online on Christmas Day. Social Security will begin mailing them out on December 26th, and they should all be received in the mail by the end of January. A…
Are You Ready to Retire in 2026?
When making your retirement decision, there are some things you should take into consideration. Your health, your expected longevity (of course no one knows how long they are going to live, so look at your family history), your other retirement…
Some potential changes to your new Medicare Advantage plan
Were you one of the over 2.6 million seniors whose Medicare Advantage plan was terminated in 2026? Or are you one of the many seniors -no exact number yet – that switched their Medicare Advantage coverage for other reasons that…