Uncategorized Questions
Medicare Open Enrollment — The Basics
Here we go again. It’s the annual Medicare Open Enrollment period. Making a mistake could impact your healthcare and its...
The Stock Market — Dealing with the Bear
The stock market has gone through some dramatic volatility in recent weeks, huge declines followed by market rebounds. Swings of...
Recession Prep
It’s time to stop debating the definition of recession and start preparing. We have had economic slowdown warnings from the...
Ready for RMDs
It’s time to start thinking about RMDs – those Required Minimum Distributions that you must take from your retirement plans...
What Happened to the Market?
What Happened? Hopes that we had seen "peak" inflation were dashed with today's release of Consumer Prices for last month....
Social Security — Trust but Verify
As millions of Baby Boomers make Social Security decisions, it’s every more important that they have reliable information about the...
Student Loan Forgiveness — And the Forgotten
The student loan $10,000 forgiveness has created a social debate over fairness and an economic debate over inflation. But there’s...
Watch Your Credit
The good news is that inflation is abating. The bad news is that prices are still 8.5% higher than a...
Long Term Care Insurance — The Latest
The cost of long-term care (LTC) insurance is the price of peace of mind. It’s that simple. The price may...
Off to College
If you’re one of the millions who will head off to college in the next few weeks, here’s some practical...
Alzheimer’s Costs: Prepare!
Confronting the possibilities that you or a loved one will one day suffer from dementia or Alzheimer’s is a prospect...
Matching the Markets
The markets can’t seem to make up their mind about whether the greatest threat is inflation or recession. Commodity prices...
401k Shockers
Your second quarter 40lk retirement plan statement should arrive in the mail any day now. Be prepared for some big...
Is Housing Next?
The stock market has tumbled, and bitcoin has stumbled. But the one financial asset that has held up -- so...
Crypto Losses
Crypto markets lost more than $100 billion in the volatile market activity in recent weeks. That brings the total market...
Get a Job — Now!
With inflation still growing, daily costs rising, and the stock market falling, retirees suddenly realize their plans could be upended....
Fixing Inflation
There is absolutely no doubt anymore. Inflation is deeply embedded in the economy. Today's report of inflation at 8.6% in...
How to Rollover
You worked so hard to accumulate all that money in your 40lk plan. And a huge bull market helped. But...
VA Mortgage Deal
The Memorial Day holiday weekend is a reminder to honor the service of our veterans. It is also a good...
Paying for College
The college acceptance letters have arrived, and many families now are facing the scramble to find money to pay for...