Social Security benefits are increasing 3.6% in 2027. Here’s what retirees should know about payments, Medicare premiums and retirement planning.
Retirement Planning
Medicare Open Enrollment Is Coming: Your Annual Review Checklist
Medicare Open Enrollment runs October 15–December 7. Use this annual checklist to review your coverage, prescription costs, providers, and financial needs.
Medicare and GLP-1 Coverage: What You Need to Know
A new Medicare demonstration program is expanding access to GLP-1 medications for certain beneficiaries. Here’s what to know about eligibility, potential benefits and risks, and what the program could mean for future Medicare coverage.
What Happens to Your HSA When You Die?
What happens to your HSA after your death depends largely on whether the beneficiary is your spouse, another individual, your estate, or a charity.
The Hidden Cost of Inflation in Retirement
Inflation may not create an immediate crisis, but over a long retirement, it can quietly erode purchasing power, increase withdrawal needs, and place added pressure on retirement income sources. This article explains why inflation should remain an important part of retirement planning.
First Year of Retirement: What to Expect
The first year of retirement is a major transition—financially, emotionally, and day-to-day. From creating a reliable income strategy to building new routines and finding purpose, learn what to expect and how to navigate the changes with confidence.
How 2026 RMDs Can Affect Your Taxable Income
A higher 2026 RMD could mean higher taxable income. Here’s why that may happen and what to review now to avoid surprises later.
2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
You may still be able to fund a 2025 IRA. Learn the deadlines, contribution rules, and planning considerations.
When Two Incomes Become One: The Hidden Costs of Losing a Spouse
Losing a spouse is emotionally devastating and financially complicated. When two incomes become one, Social Security benefits may fall, tax brackets shrink, and Medicare costs can rise. This article explores the “widow’s penalty” and outlines proactive planning strategies that can help protect long-term retirement security.
Start 2026 Strong: IRA Deadlines You Can’t Afford to Miss
The first half of the year isn’t just about filing last year’s tax return. From IRA contributions and QCDs to Roth conversions and tax extension rules, here are the key 2026 deadlines to keep on your radar.
Seven Small Updates That Could Make a Big Difference
Each year brings small but meaningful changes that can impact how we save, spend, travel, and plan for retirement. Here are seven practical updates worth knowing now.
Happening Now: Medicare Advantage Open Enrollment
Medicare Advantage Open Enrollment runs Jan 1–Mar 31. Our latest Medicare article outlines how to ensure your coverage still fits your needs, the real costs of Medicare, what high-income retirees need to know, and when Medigap insurance might be worth considering.