Seniors planning to use ACA (Affordable Care Act) marketplace health insurance in 2026 need to prepare for likely large increases in costs. Of course, nothing is set in stone just yet, but it’s wise to have a few things in mind. In a previous article we explained how seven provisions…

Сeven provisions in the new OBBBA (One Big Beautiful Bill Act) could significantly increase ACA (Affordable Care Act) health insurance costs for some seniors in 2026. Understanding these seven provisions, and careful financial planning could help you avoid some…

Seniors can save money with tax provisions in the new “OBBBA” (“One Big Beautiful Bill Act”). The new law took effect on July 4, and it can save money for seniors in 2025 and future years. Here is how thoughtful tax and financial planning can help you keep more of your wealth…

You provide a lot of personal information to your financial advisor (FA). In turn, your FA should provide you with an even greater amount. Most importantly, your FA should communicate that information and their advice to you in a way that you understand…

Make a resolution to move forward right now with three steps to understand what you pay your financial advisor. It’s easier to understand your costs when they are broken down into specific items. With your financial health at stake, now is the time to look at the forest…

Reflecting on 2024, there is much you can celebrate. The most important is basking in the warmth of being with loved ones and sharing gratitude during the Thanksgiving holiday. Here are seven more reasons to celebrate 2024. You wise

SHIPs (State Health Insurance Assistance Programs) have counselors who live in your local area and can provide you with free, unbiased, expert advice on Medicare. The advice is: Good advice on Medicare could save you money and time. It could also relieve you from stress and protect you from fraud and scams. More About Your […]