Can I Retire in a Bear Market?

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
Will OTC Hearing Devices Be More Affordable?

On August 16, 2022, the Food and Drug Administration (FDA) published its final rule establishing a new over-the-counter (OTC) hearing aids category.
Can You Catch-up? IRS Increases Contributions Limits

If you find that you have fallen behind in your retirement savings, you are not alone. Investment advisor Vanguard reported recently that only 14% of 401(k) participants contributed the maximum amount annually, and only 16% of eligible employees 50+ made additional catch-up contributions.
What Does Inflation Reduction Act Mean for Seniors?

One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.
How to Maximize Lifetime Social Security Benefits

As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.
Why are the Elderly Making a Switch in Medicare Coverage?

A government report reveals a troubling pattern among Medicare enrollees in their last year of life.
Remember Medicare’s Important Deadlines

Learn the most important deadlines you or a loved one will have to keep in mind for Medicare.
Will Inflation Have Impact on My Retirement?

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.
How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Aging Life Care Managers

As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.