A practical financial check-in for 2026 Every year brings small but meaningful changes that can impact how we save, spend, travel,...
Retirement Planning
Happening Now: Medicare Advantage Open Enrollment
Every year, Medicare beneficiaries have specific windows of time when they can review and change their coverage. One important period...
Medicare Supplement Insurance (Medigap): Do You Need It?
As you approach or navigate retirement, understanding how Medicare fits into your overall health and financial plan is essential....
Understanding the Real Costs of Medicare
Navigating Medicare and the related cost structures can feel overwhelming. Each part – A, B, C, and D – comes with its own premiums,...
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...
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,...