Feature Story
Medicare Part D Prescription Drug Costs
Be Prepared for Quicksand and Hidden Traps For several years now I’ve wanted to do a deep dive into Medicare Part D prescription drug costs. I had run various scenarios from time to time to illustrate some examples. But had not carved out time to put on my scuba gear and go for a dive. What are our seniors dealing…
Spotlight
Have You Seen Your Recent Social Security Statement?
Time to take a fresh look April is National Social Security month. An opportune time to take a fresh look at your benefits estimate. Even if retirement is years away. If you haven’t taken a peek lately, you’ll be surprised…
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10 Financial “Pearls of Wisdom” Moms are Sharing with Daughters
Celebrating Women’s History Month with lots of great money advice An exciting thing happened this month—my guest column in Retirement Daily on The Street was the “top story” for a week. I’ve written quite a few articles, but never took…
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Explore
Spousal IRAs: Fund Yours this Tax Season
A Glimmer of Retirement Hope for At-Home Moms During the Ongoing COVID Crisis It’s not the most wonderful time of the year for most of us—it’s tax season. Ugh. Time to reckon with your income and how much went to…
How to choose charities to support from a pool of 10 million?
With the holiday season in full swing, many people want to make charitable contributions. Daily reminders from your house of worship or Toys for Tots to TV ads and emails ask for donations. It’s hard to miss the message of…
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Time to Re-shop for your Medicare Part D Plan
It’s not quite the most wonderful time of the year. But before the holidays roll around, it is the most critical time for everyone on Medicare. That’s because it’s your only time of the year to re-shop for your Medicare…
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The 2021 Fearless Retirement Summit & Social Security Checklists
Welcome to the follow up information from The Fearless Retirement Summit – 2021, hosted by Tom Morris of Northwestern Mutual. I hope you had a an excellent experience and learned why it’s so important to retire to something. And, of…
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How Much Do You Really Know about Social Security?
Social Security benefits are the most important source of cash many people have for retirement. The checks won’t necessarily be your biggest source of income. But it is the very foundation upon which your financial success is built. You can…
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