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10 Result(s) in the “Uncategorized” Category


Aug. 5, 2022

What Married Women Need to Know About Retirement Savings

A recent headline of an article about a study published by The Boston College’s Center for Retirement Research caught my attention.   The…

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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…

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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.…

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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…

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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…

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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…

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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…

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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. 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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