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10 Result(s) in the “Uncategorized” Category


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.  …

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Dec. 22, 2021

Medicare IRMAA in 2022

Medicare Part B will see a 15% cost increase in 2022. This is one of the largest in the history…

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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.…

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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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Nov. 12, 2021

Medicare Initial Enrollment and Avoiding Late Enrollment Penalties

If you’re approaching 65, it’s important to have a strategy for signing up for Medicare, even if you plan on keep working.  Like most…

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Oct. 29, 2021

Two Proposed Estate Tax Changes That Could Be Enacted by Year’s End

In May, we discussed several changes to federal estate and gift tax laws that were proposed by Senator Bernie Sanders.  Some…

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Sep. 17, 2021

What You Need to Know About Inheriting a Roth IRA

We recently talked about what options you have when you inherit a traditional IRA from your spouse. But what about a…

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Apr. 30, 2021

Are You Paying Too Much in Fees on Your Retirement Plan?

Investing in a 401(k), Roth IRA, or IRA makes sense because of something called “compounding,” the nearly magical way money…

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Apr. 23, 2021

Why Value Stocks are Still a Bargain

A few months ago, I wrote about how recessions change market leadership, causing a so-called rotation. In other words, the types…

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Mar. 19, 2021

How Divorce Can Affect Social Security Benefits

If you’re a divorcee nearing retirement age, you may be wondering how your Social Security benefits will be affected. In some instances, divorced spouses…

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