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
For estate planners navigating the post-Connelly landscape, Professor Adam Chodorow’s law review article, “Redemption! Valuing…
With nearly 20% of people age 65 and older facing Medicaid cuts, limited access to…
LPL Financial has acquired a minority stake in Private Advisor Group, the Morristown, N.J.-based registered…
Question: I’m 57 with a great remote job, but after five years of working from…
How attorneys can deal with the new risks and complications that may arise.
In light of the recent passage of the One Big Beautiful Bill Act (the OBBBA),…
Tax Planning
Back in 2020, I bought a 5-year deferred fixed annuity, also known as a Multi-Year…