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Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci

A retired household faces three types of health care expenses. The premiums for Medicare Part B (which covers physician and outpatient servi

Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing t

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing

After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say