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
If you’re tired of the increasing costs, time-consuming wired installations and contracts with hidden fees…
How much of a tax burden the wealthiest Americans should shoulder is a hot-button issue…
When it’s time to upgrade your phone, trade-in offers are everywhere. They’re designed to make…
A Fort Lauderdale-based advisor pleaded guilty to a scheme targeting Venezuelan citizens that defrauded investors…
Defined outcome, or buffer, ETFs could grow fivefold to $334 billion in AUM by 2030…
NewEdge Advisors, the New Orleans-based RIA partnership platform owned by NewEdge Capital Group, has been…
Tax Planning
Back in 2020, I bought a 5-year deferred fixed annuity, also known as a Multi-Year…