Feature Story
Married Women and 401(k)s: I Want My Half
I love to see photos of the women’s marches back in the first part of the 1900s. When women took a bold stance to win their right to vote. It’s been over 100 years since women rallied for such an important cause. Today, we may need to once again lace up our walking shoes to fight for another critical right.…
Spotlight
Planning for Life As A Retiree: It Doesn’t Just Happen
Back in 2015 I wrote a post asking, “What will you be doing in retirement?” It was geared more towards women, as it was an off-shoot to my first book, What’s the Deal with Retirement Planning for Women. Since then,…
Continue Reading Planning for Life As A Retiree: It Doesn’t Just Happen
Medicare Part A Retroactive Period Effect on HSA Contributions
(Part 2) There’s a 9-month retroactive period. Not a 6-month look-back So many older workers are caught off guard when it comes to signing up for Medicare Part A. These are folks well past age 65. Surprise! Part A comes…
Continue Reading Medicare Part A Retroactive Period Effect on HSA Contributions
Explore
Is a Medicare Advantage Plan Right for You?
A $0 monthly premium should be a clue Are there really any advantages to Medicare Advantage plans? Over 50% of retirees on Medicare have assigned their benefits to a private, for-profit health insurance company. I can assure you, these 32…
Continue Reading Is a Medicare Advantage Plan Right for You?
2024 Medicare Part B Premiums Jump 5.9%
Adjust your monthly cash flow for higher Part B premiums and IRMAA On October 12, 2023, the Centers for Medicare and Medicaid Services announced the rates for the 2024 Medicare Part B premiums. They also issued associated income-related monthly adjustment…
Estimating Your Medicare Costs
Healthcare costs in retirement go way beyond “Medicare” Medicare. Medicare. What the heck? How can a program designed specifically to help our oldest Americans be so incredibly difficult to use? Why are there so many pieces and parts? What’s with…
The HSA-Medicare Connection (part 1)
When to stop HSA contributions before starting Medicare at 65 Have you been trying to figure out when to stop your contributions to an HSA? And why the rules are so hard to figure out? Not to mention, all the…
Asking Retirees to Do the Impossible
Remain calm, cool, and collected during times of great investment uncertainty and political drama (Part 2) All the while we’ve been saving for retirement, we’ve been exposed to financial risks. Everything from market volatility to inflation. From not saving enough…
