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Entitlement Cuts are a Decade Away Unless Congress Acts

Whenever we read about entitlement cuts or the looming crisis with the Social Security trust fund, we confess to an overwhelming sense of déjà vu. After all, the topic of entitlement cuts and the urgent need to shore up the financial underpinnings of Social Security and Medicare have been in the news for years now, … Read more

Keys to a Happy Retirement Go Far Beyond Financial Security

“There’s more to a happy retirement than money.” Does that sound familiar? It should: Rajiv Nagaich has been reminding people of that critical fact for much of his career. While financial planning is essential, a happy retirement has to include much more than money in the bank. This recent article from Kiplinger is just the … Read more

New to Medicare? Time for “Open Enrollment 101”

So, have you started shopping yet? We don’t mean holiday shopping – we mean open enrollment shopping. We’re a few weeks into Medicare open enrollment, so your window of opportunity to shop for the right health insurance and drug coverage for 2025 is already flying by. You have until December 7th to evaluate plans and … Read more

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