Navigating Medicare and the related cost structures can feel overwhelming. Each part – A, B, C, and D – comes with its own premiums,...
Financial Planning
IRMAA Demystified: What High-Income Retirees Need to Know in 2025
When you’re approaching or already on the journey of Medicare, one acronym many people dread is IRMAA — short for Income-Related...
Medicare 101: What You Need to Know Before You Enroll
Medicare Matters Now More Than Ever Every day, roughly 11,000 Americans turn 65, and with this milestone comes one of the biggest...
Medicare Open Enrollment Is Coming: An Overview
It’s That Time of Year Again: Medicare Open Enrollment Begins Soon! If you’re on Medicare, October is an important month to mark on...
How to Stage Your Home for Sale: Tips, Costs, and ROI
Putting your home up for sale can be an exciting and nerve-wracking experience, especially in this uncertain real estate market. To...
Is it Wise to Co-Sign a Loan? What to Consider First
When someone you care about asks you to co-sign a loan, it's natural to want to help. Whether it's your child buying their first car,...
From Clueless to Confident: Teaching Your Kids Financial Responsibility
Sending your kids off to college involves lots of unknowns: Will they handle their newfound freedom as conscientious young adults,...
National Pinkfix Day: Empowering Women to Take Charge of Their Financial Futures
Every year on May 17, we celebrate National Pinkfix Day — a powerful reminder that financial independence is not just about numbers...
Inflation, Deflation, and Disinflation
“If inflation has decreased over the last few years, why haven’t my expenses?” We are often asked this question, whether in meetings...
Fed Cuts Rates: Implications for the Economy, Stock Market, and Bond Market
On Wednesday, September 18, the Federal Reserve, the central bank of the United States, announced it was cutting the Federal funds...
Managing Money
Recently, I overheard this conversation at a cocktail party: “Who manages your money? Do you like him?” “Yes, he does a great job...
Top Ten List of Resolutions for Financial Success
As I lounged by my fireplace with my dog snuggled at my feet, I started reflecting on how to make my financial resolutions article...