NEWS & INSIGHTS
Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your...
The Medicare Annual Enrollment Period starts on October 15 and runs through December 7. That makes now the perfect time for retirees to review and, if warranted, change your policy coverage. Taking the time to examine...
Home equity is one of the largest assets for many Americans. This may be especially true if you’re a retiree living in the DC Metropolitan area; the family home that you bought years ago is likely to be worth many...
Retirement is an exciting time, full of choices to make and plans for the future. If you’re entitled to a pension, you’re fortunate. You also have more financial decisions to navigate. It’s time to decide if you should...
Dramatic changes were recently announced to Social Security benefit provisions. The Bipartisan Budget Act of 2015, signed into law on November 2nd, effectively eliminated the Restricted Application and the...
Since enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been protected under federal law if you declare bankruptcy. Over the years, federal...
Congress created Medicare in 1965. In 2010, Medicare provided health care to more than 48 million Americans. On average, Medicare coverage covers about half of health care costs for enrollees. The Medicare open...
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. A Roth 401(k) is simply a traditional 401(k) plan that accepts Roth 401(k) contributions. If you're lucky enough to work...
The outlook for Social Security and Medicare are of growing importance for our economy. The first baby boomers became eligible for Social Security in 2008 (at age 62) and for Medicare just last year. Costs of these...
Are you ready to retire? The question is actually more complicated than it first appears, because it demands consideration on two levels. First, there's the emotional component: Are you ready to enter a new phase of...
Make a wise investment
in your future today.