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When you think of retirement, do you feel nervous or excited? Do you fully understand how your decisions about Social Security and Medicare could impact your future?

? Are you aware of the benefits and drawbacks of Roth versus traditional retirement accounts, especially when it comes to taxes and...

Nov 2, 20241 min read

Understanding the new Medicare drug cap goes beyond the headline. While it’s great to hear about the $2000 out-of-pocket cap for covered...

Oct 29, 20241 min read

Planning for retirement can feel overwhelming, but small changes now can make a big difference in your future. Some examples of what...

Oct 27, 20242 min read

We are announcing a new book Retirement Guidebook – From Planning Your Retirement to Enjoying It . As Irene and I compared notes on our...

Oct 26, 20242 min read