February 05, 2024
12 Worst States for Retirement: 2024These states are unaffordable for many retirees, have dismal quality-of-life scores, or both.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 09, 2024
13 States With Income Tax Cuts in 2024The reductions continue a trend of significant changes following the pandemic, according to the Tax Foundation.
January 04, 2024
Most Americans Pessimistic About Economy: SurveyMarket uncertainty and interest rates could be driving Americans' waning outlook, research from Allianz Life found.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 08, 2023
Open Enrollment Reminder: 2024 FSA Contribution Limit Set at $3,200That's a $150 increase from 2023.
December 05, 2023
15 Hottest Housing Markets for 2024Realtor.com expects strong sales in these areas as homes remain relatively affordable — for now.
December 01, 2023
10 Most Expensive Cities in the WorldPrices continue to rise in the priciest locales, according to the Economist Intelligence Unit's semiannual rankings.
November 16, 2023
Donor-Advised Fund Grants Increased by 9% in 2022Charitable organizations took in $52.2 billion from DAF donors, and the number of accounts grew by 2.9%.