Feature Story
Medicare Part D Open Enrollment Period is Here
Time to Reshop Your Part D Plan for 2026 I left Dunkin’ Donuts this morning with a medium hot coffee on a blustery fall day. Two construction workers walked behind me, laughing. One of them said that when he retires, he plans to spend every morning sitting in Dunkin’s. The other guy chimed in, saying he’ll do the same. He…
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Spotlight
2025 Social Security Trustees Report—Impact of a 23% Cut in Your Benefits
On June 18, 2025, the new troop of Social Security trustees released the 2025 Social Security Trustees Report. This annual requirement reports the health of four critical social safety net trust funds managed by the trustees. The four are OASI,…
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Should you be concerned about the privacy of your Social Security data?
The experts say, “Yes!” If you’ve ever had the breath knocked out of you, you know how you’re stunned and disoriented for a few seconds. Slowly, you start to breathe again. That’s how I felt—stunned and totally disoriented—when I attended…
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Explore
The Heart of Retirement Lies in Freedom
This phrase sums up what retirement should be for every Boomer and GenXer: The heart of retirement lies in freedom. The freedom to pursue passions, reinvent oneself, and live authentically. A philosophy we might all aspire to. And a goal…
WEP and GPO repealed—it took Congress 23 years to act
Many retired public sector workers will finally get the Social Security benefit they earned So, how is your New Year starting out? For nearly 3.5 million retirees who earned a pension from working in the public sector, it’s starting out…
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This is the year to reshop your Part D plan!
Do Not Skip Reshopping for 2025 during the Open Enrollment Period Well, this year’s Medicare Open Enrollment Period is loaded for bear. It is definitely not the year to skip reshopping your Part D plan. The window to reshop your…
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2025 Social Security COLA set at 2.5%
There’s always a tremendous amount of speculation about Social Security’s annual cost of living (COLA) increase. In fact, the first soothsayers stir the pot as early as February or March each year. Yet the COLA is only announced after inflation…
ERISA Turns 50. Happy Birthday!
Have you embraced becoming your own pension manager? When I was 13 years old, then President Gerald Ford celebrated Labor Day by signing ERISA into law. ERISA is the Employee Retirement Income Security Act (pronounced a-ris-a). And it is one…
