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Medicare vs. Medicare Advantage – an Overview 

October 15th marks the start of the Medicare open enrollment season – and if you’re starting to plan ahead, good for you. Moreover, whether you’re new to Medicare or are a returning “Medicare veteran,” we imagine you have plenty of questions. As you’ve no doubt realized, this is a turbulent year for open enrollment and … Read more

When and How to Tap Your Home Equity in Retirement 

The figures on home equity are pretty breathtaking. As the oldest baby boomers are about to turn 80 in the next few years, members of this huge generation (plus their older counterparts from the so-called Silent Generation) are sitting on half of the nation’s home equity. The estimated value, according to reports cited last year … Read more

Family Caregivers are Unprepared for the Stress of Managing Finances 

Dozens of articles appear each week about the challenges of being a caregiver. We’ve shared many of these here on the Blog. But occasionally we encounter an article like this one from NextAvenue that tells a familiar story from a slightly different perspective. Articles like these help us understand the pressures of caregiving with greater … Read more

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