Social Security & Medicare
Medicare may come as a relief when you become eligible. Not only does it provide coverage regardless of pre-existing conditions, but…
Retirement is the perfect time to explore the world. You have worked hard for decades, and now you finally have the…
Turning 65 is a milestone that brings many changes, and for most, the transition to Medicare is the most significant. You…
A new analysis of patterns of mental health care access for people switching from Medicare Advantage (MA) to Original Medicare (OM)…
Tax Planning
Back in 2020, I bought a 5-year deferred fixed…
Tax Planning
See MoreBack in 2020, I bought a 5-year deferred fixed annuity, also known as a Multi-Year Guaranteed Annuity (MYGA). A MYGA,…
Latest Posts
(Bloomberg) — Big Law made one fortune helping private equity lure large investors. Now it’s…
A growing number of women inheriting wealth are redefining philanthropy.Rather than focusing on luxury or…
Join Ryan Nauman, Market Strategist at Zephyr, in this episode of the Adjusted for Risk…
It’s the time of year when everyone returns home to the nest. Between meals, travel…
My wife and I have a rule when we travel: no box-ticking. We don’t race…
It may be better to give than to receive, but that doesn’t make picking out…
Tax Planning
Back in 2020, I bought a 5-year deferred fixed annuity, also known as a Multi-Year…