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Taking the necessary steps to avoid mistakes in retirement
Your retirement is almost here. Your plans to play more golf, visit the grandchildren, and just enjoy your life now that you are no longer accountable to a time clock. But before you start to celebrate, you need to avoid…
What You Can Do If Your Medicare Advantage Insurer Leaves
Insurers are reducing the number of Medicare Advantage health plans offered in 2026. However, analysis from Investopedia found that in the Medicare Advantage marketplace, “while 1,949 counties in the US lost at least one Medicare Advantage plan in 2026, 798…
Is retirement unattainable?
A recent survey from TIAA Retirement Solutions found “the traditional goal of retiring between the ages of 65 and 70 is considered unattainable by two-thirds of Americans today, and many expect to work as long as their bodies will allow…
The nuts and bolts of the new tax deduction
When President Trump signed the One Big Beautiful Bill Act in July 2025, many seniors thought they would not have to pay taxes on their Social Security benefits; unfortunately, it did not eliminate taxes on Social Security benefits. However, for…
Where to start during Medicare open enrollment
The Medicare Open Enrollment Period for 2026 is from October 15 to December 7, 2025. During this time, beneficiaries can enroll in a new plan, switch plans, or drop their current coverage, with changes taking effect on January 1, 2026.…
Three main factors affect the size of your benefit amount
The Social Security Administration released the 2026 cost-of-living adjustment (COLA) on October 24th, and it also released the maximum Social Security benefit for 2026. The 2026 maximum benefit amount will be $5,251 per month; however, reaching the maximum amount can…
Do this by Nov. 19
On October 24th, the Social Security Administration announced the annual cost-of-living adjustment (COLA) amount for 2026. Social Security recipients will see the 2.8 percent increase in their January check. However, if you cannot wait until that day, you need to…
What’s Happening With Retirement Confidence in the U.S.?
Recent surveys Charles Schwab and Fidelity reveal an alarming trend: Confidence in American’s ability to adequately prepare for retirement is falling. In fact, an Investopedia post by reporter Aaron McDade suggests that about a third of the 1,100 401 (k)…
Dealing with Concerns About Social Security’s Durability
One of the more persistent rumors circulating in many circles these days is that Social Security is on a pathway to disappearance. Of course, most responsible bloggers and journalists understand that the program, as designed, cannot go away as long…
Analyzing two key potential Social Security changes offered for consideration
As noted in today’s headline post on this site, many policy experts are weighing in with specific proposals to adjust Social Security that could help address the program’s impending financial crisis. In a post today on MarketWatch.com, retirement reporter Jessica…