Latest News
Health Savings Accounts and Medicare
Once you enroll in Medicare, you can no longer contribute to an HSA and if you continue to contribute to your HSA after your Medicare coverage starts, you may have to pay a tax penalty. Read article here… Notice: The link…
Social Security Benefits May Be Taxable
Eighty-seven percent of retired Americans rely at least to some extent on their benefits to meet their monthly expenses; it is a surprise to working and newly retired seniors, to find out that their Social Security benefits may be taxable.…
Small Changes
By making small increases to your retirement contributions, as little as one percent, will help ensure that you will have a financially secure retirement. Read article here… Notice: The link provided in the text above connects readers to the full content of…
Five Credit Mistakes
By avoiding these five mistakes, you can help preserve the retirement you’ve worked so hard to build. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet address) for this…
The Ins and Outs of Medicare Part D
Medicare participants currently rely on Part D to help them pay for prescription drugs; however, it can be difficult to understand since it operates differently from most other parts of Medicare. Read article here… Notice: The link provided in the text…
Maximizing Happiness in Retirement
Shlomo Benartzi, professor and co-chair of the behavioral decision-making group at the University of California Los Angeles Anderson School of Management, shared his thoughts on how behavioral economics can improve the lives of retirees. Read the conversation here… Notice: The link…
Buying Peace of Mind
Although Medicare does lessen the financial burden of healthcare on senior citizens, it doesn’t pay for everything. That is why Medicare Supplemental Insurance policy, also known as Medigap can help. Read article here… Notice: The link provided in the text above connects…
Taking Your Social Security Benefits Early
You can choose to start collecting your Social Security benefit early and here are three great reasons to do so. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet…
Contributing More
According to Fidelity Investments, American workers are contributing more money to their 401(k) plans than since before the Great Recession. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet…
Nonprofit Sector
Many baby boomers with careers in the business world are now eyeing work in the nonprofit sector in what is becoming known as “encore careers.” Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article.…