Medicare Matters Now More Than Ever Every day, roughly 11,000 Americans turn 65, and with this milestone comes one of the biggest...
Retirement Planning
Medicare Open Enrollment Is Coming: What You Need to Know
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...
Using QCDs to Reduce Taxes and Support Charities in Retirement
What if you could lower your tax bill and make a difference in the world at the same time? That’s exactly what a Qualified Charitable...
90 Years of Social Security: What It Means for You Today
On August 14, we marked the 90th anniversary of Social Security—one of the most significant programs in American history. Signed into...
Redefining Wealth: How to Create a Life You Love in Retirement
A Conversation with Fee-Only Certified Financial Planner, Darren Zagarola, about creating a life you love in retirement Alicia:...
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to...
Aging in Place
The chances are that you've made plans over the years to buy a house, send the kids to college, and retire "comfortably." However,...
Retirement Savings Win Out Over College Accounts
You are undoubtedly familiar with the airplane flight attendant's warning about putting on your own oxygen mask in the event of a...
Beyond the Beach: 5 Overlooked Steps Retirees Should Take Now
Are you enjoying the fruits of your labor? Retirement can be a wonderful chapter, but ensuring your financial house is not just in...
Seizing Control of Your Retirement: Monthly Pension vs. Lump Sum
As the year draws to a close, many people reflect on their financial future. The end of the calendar year tends to be a popular time...
Social Security Announces 2.5% COLA Increase for 2025 Amid Cooling Inflation
The Social Security Administration (SSA) announced a 2.5% Cost of Living Adjustment (COLA) for 2025, effective January 1, marking a...
More Americans Are Working Beyond Retirement Age. Should You?
Paul Butler worked as a dentist for 43 years before retiring three years ago at age 69. He was done filling teeth but quickly found...