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How To Interpret And Use Medicare’s Nursing Home Ratings
The Centers for Medicare and Medicaid Services have been publishing quality ratings for nursing homes since 2009. They are known generally as “star ratings,” because the nursing homes are rated…
Editor's Pick
20 Things To Know About A Medigap Policy
I stopped by a neighbor’s house to see how things were going and the conversation quickly shifted to Medicare. (This…
How AI Could Wreck Your 401(k)
Artificial intelligence: boom, bubble or bust? Probably a mix of all three. Whatever comes of it, it increases investment risk.…
Are Your Social Security Benefits Taxable This Year?
More than 70 million Americans receive benefits from the Social Security Administration—whether retirement, disability, or Supplemental Security Income (SSI). One…
Don’t Age In Place! You Might Want To Move
In my recent article, “Why Aging In Place May Not Be The Answer For Your Retirement,” I tackled one of…
Trump’s Federal Retirement Account Is A Serious Step Forward
Last night at the State of the Union, President Trump announced an executive action to create a federal retirement savings…
How A 529 Plan Can Help A Child Save For Retirement
When most people hear “529 plan,” they immediately think of college savings. While that is the primary purpose of these…
5 Resources For Long Life Learning
One of the keys to positive aging in post-retirement life is staying relevant and engaged. When we were working for…
Pre-Tax IRA To 401(k) Transfers
The regular rollover process is well-known: electing to move funds from an employer 401(k) to an IRA after changing jobs.…
IRS Gives IRA Providers More Time To Implement SECURE 2.0 Changes
The IRS has extended the deadline to make certain amendments for IRAs, SEP arrangements, and SIMPLE IRA plans to December…
The Great Wealth Transfer’s Hidden Housing Problem
Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one…
The Main Reason Not To Retire
What is one of the first things we ask people when we meet them? “What do you do?” If the…
Is It Time For Retirees To Cash In Their Stock Market Gains?
If you’re retired, the recent significant gains in the stock market look like a reason to celebrate. During 2025, for…