5 Ways to Reduce Your Retirement Stress
- Forbes
Retirement is often imagined as a carefree phase of life, filled with relaxation, hobbies, and quality time with loved ones. But too often this isn't the case.
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A 401(k) Lost and Found To Track Forgotten Plans Is Now Live. It's Far From Perfect
- Investopedia
If you think you have old and forgotten retirement plans lying around with your previous employers, there may be a way to track it down now. The Department of Labor (DOL) has launched a 'Retirement Savings Lost and Found Database' to help people find their old pension plans and 401(k)s.
How to Talk to Your Family About Inheritance
- The Associated Press
Beyond the general discomfort of talking about death, the topic of inheritance brings in a whole other set of sticky issues.
3 Financial Questions Every Retiree Should Ask
- Forbes
Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.
25 Social Security Facts for 2025
- Forbes
Social Security is more confusing than ever. Myths abound. Here, you’ll find a complete set of 25 facts to help you understand Social Security and its benefits.
Your Year-End Financial Planning Checklist for a Fresh Start in 2025
- Forbes
Prepare for 2025 with our end-of-year financial planning checklist! Budgeting tips, decluttering advice, and goal-setting strategies for a fresh start to the new year.
Senate passes Social Security benefits boost for many public service retirees
- The Associated Press
People who currently have reductions in their Social Security benefits under some exceptions may soon see a boost in their monthly payments. But those increased payments would also add an estimated $195 billion to federal deficits over 10 years.
Removing Family Burdens With Estate Planning
- Forbes
Discover how estate planning protects your assets, minimizes taxes, and ensures your family’s future. Learn strategies for wills, trusts, and more.
8 ways to give your grandkids money without sacrificing your retirement savings
- Business Insider
Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund to handle the doling out of assets.
Types of Pet Insurance
- Investopedia
The three main types of pet insurance are comprehensive (accident and illness), accident-only, and basic wellness care. More than 4.8 million pets are covered by one of these pet insurance types, which can help reimburse veterinarian bills keeping your furry friend healthy and happy.
Baby-boomer homeowners got rich from skyrocketing house prices. Now they can't find retirement housing.
- Business Insider
Baby-boomer homeowners have benefited from skyrocketing housing prices amid a home shortage. But now they're facing a shortage of accessible homes to retire in. Many older adults are stuck in homes they're increasingly struggling to live in and pay for.
You've got mail from Medicare Advantage, so be careful
- Reuters
If you are enrolled in traditional Medicare with a standalone Part D plan, you may find your premium jumping, or changes in deductibles or cost-sharing arrangements.
Inherited IRA Rules That Can Surprise and Trap Heirs
- Forbes
Inherited IRAs often incur unnecessary taxes because heirs don't know some key rules.
10 Habits Happy Retirees Have in Common
- Forbes
These 10 common habits of happy retirees are a road map for people who want to achieve the same happiness. Today's behaviors push your life towards tomorrow's happiness.
Plan For Retirement Beyond Your Go-Go Years
- Forbes
With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.
Medicare Costs Are Going Up in 2025—Here's the Impact on Your Wallet
- Investopedia
Everyone will have a deductible. Here’s how the deductibles are changing in 2025.
Top Estate Planning Mistakes Families Make — And How To Avoid Them
- Forbes
Estate planning is essential for families who want to secure financial stability and build generational wealth.
Here's How To Semi-Retire In 5 Steps
- Forbes
Semi-retirement is a powerful strategy to help you enjoy life while improving your financial security. Here's how to semi-retire in 5 easy steps!
Inheritance: Definition, How It Works, and Taxes
- Investopedia
Inheritance refers to the assets that an individual bequeaths to their loved ones after they pass away. An inheritance may contain cash, investments such as stocks or bonds, and other assets such as jewelry, automobiles, art, antiques, and real estate.
Why a Roth IRA is the 'holy grail' retirement account—no matter your income
- Fortune
Not only is tax diversification important in retirement, but many people may not realize just how big of a tax bill they will face in their later years if most of their assets are tied up in accounts like traditional IRAs and 401(k)s. One question clients often have is how to know that the Roth's tax treatment is guaranteed to stay the way it is. Of course, it's impossible to say—Congress could change the rules at any time. But the government depends on the immediate revenue it gets from the Roth, when Americans are effectively pre-paying taxes.
9 Major Medicare Changes for 2025 and How They'll Impact Your Coverage
- Investopedia
In 2025, Medicare will undergo some of the most significant changes in a generation. Changes to Medicare will include a $2,000 limit on out-of-pocket Part D drug costs, an opt-in payment plan, and some potential broad changes in Medicare Advantage plans. Most result from the Inflation Reduction Act.