There are some significant changes coming to Social Security and Medicare in 2020. We help you understand how these changes may affect you.
We have seen many examples where seniors can save upwards of $1,000 or more just by switching to a plan that covers their prescriptions more economically.
How do you save to fund health care expenses in retirement? It takes time and discipline. But there are options to alleviate the rising costs.
Many Americans contribute to a Health Savings Account through their employer to complement the high deductible health insurance plan offered to employees.
Fidelity just updated their research on the estimated cost of healthcare for a 65-year old couple throughout their retirement.
By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition. You may feel comfortable enough to retire when your retirement savings reaches a certain level. However, that may not be...
By Joe Globensky, RFC®In recent years, there has been a renewed emphasis on the relationship between wealth and health. Various studies have shown that the relationship is a gradient, meaning there are discrepancies at every level of the economic ladder. ...
By K. Bridget Schneider, CFP®, CRPC®The S&P 500 reached its peak in mid-February of this year, and investors were feeling good about their account values. However, in the following weeks that good feeling began to disappear. Concerns of a pandemic...
On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years. And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February. But this is not the first bear market we have experienced, nor will it be the last.
By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe. Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...
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