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As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and Medicare drug-cost changes. Here’s a practical, client-friendly guide you can publish —
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in
Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed income you can’t outlive. For the right person, they lower stress, steady cash flow, and reduce
Federal law set caps on some spending for seniors who are enrolled in Part D prescription drug plans. Those paying for high-cost medicines will benefit. It’s the best news that few people
February is American Heart Month – a way to bring awareness to heart disease and help spread tips on heart disease prevention. That means now is the perfect time to review some
The Medicare Part D ‘donut hole’ coverage gap goes away in 2025. Until then, here’s how it works. Nerdy takeaways You enter the donut hole when you and your plan spend a
Changes in income, marital status, work hours and other life events can exempt enrollees from surcharges Most people who enroll in Medicare Part B, which covers doctor visits, diagnostic tests and other
New analysis finds limiting out-of-pocket drug spending will help older Americans afford medications Had the upcoming cap on out-of-pocket spending on Medicare Part D-covered prescription drugs been in effect in 2021, 1.5
