Author: admin

Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts. A…

Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased focus on giving. But many people…

Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a Tier 5 medication in January and…

The incoming Trump Administration has been sending mixed signals about the fate of Medicare. But if Trump advisers and GOP lawmakers are serious about slashing government…

As 2024 draws to a close, it’s time to plan for the New Year. One important budget item that many are reluctant to address is Medicare…

In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to him and what it doesn’t. He…

The Biden administration appears to have pulled off the elusive economic soft landing, getting inflation in check without crashing the economy into a recession. While inflation…

It Happens With Aging Parents At A Distance Like many adult children with aging parents, the brother and sister in this true scenario were increasingly worried…

Mortgage rates are expected to come down next year, but the decline is unlikely to be enough to provide relief for many would-be buyers in the…

“I don’t want to live a long time. My parents really suffered in their final years.” I’ve heard this sentiment from relatives and friends who watched…