Mar. 4, 2022
Pre-Retirement: 5 Considerations to Think About
According to Investopedia, retirement has four phases: pre-retirement, early retirement, middle retirement, and late retirement. Today we’ll talk about the pre-retirement…
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Feb. 25, 2022
Confirmation Bias, Cognitive Dissonance, and Recency Bias
Recently, we discussed hindsight bias and its impact on our investment decisions. This isn’t the only behavioral pitfall that we face as…
Feb. 25, 2022
Sustainable Investing: A Brief History
If you’re based in the U.S., you may have recently started hearing about ESG – environmental, social, and governance – investing.…
Feb. 24, 2022
Medicare IRMAA in 2022
Medicare Part B will see a 15% cost increase in 2022. This is one of the largest in the history…
Feb. 19, 2022
How to Talk About Your Estate Plan with Your Family
We talk a lot about the importance of creating an estate plan, but one important detail people often overlook is discussing…
Feb. 19, 2022
3 Tips for Financial Security in Retirement
Financial security in retirement is one of the biggest concerns for workers of all ages and particularly those that are…
Jan. 28, 2022
What Does Medicare Cover? 10 Expenses You May Not Have Expected Coverage For
If you’re a retiree (or approaching retirement), one of the most important decisions you need to make is the type…
Jan. 14, 2022
The Most Important Dates in 2022 for Retirees
To kick off 2022, I’ve compiled a list of the major dates if you’re nearing or in retirement this year. …
Dec. 3, 2021
Medicare IRMAA Appeals
Recently, I've had a number of questions and inquiries about the Medicare IRMMA "tax" and how this can be avoided.…
Nov. 23, 2021
Considering Bankruptcy in Retirement? Here Are Some Things You Should Know
While unpleasant to think about, an unfortunate reality is that many people find it necessary to file for bankruptcy in retirement. …
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