Latest articles by Donna LeValley
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Where to Move Your Money Before the Next Fed Meeting
Take advantage of high savings rates before the anticipated Fed rate cut next week erodes APYs and lowers returns.
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Six Year-End Deadlines for Retirees in 2024
Here are six key end-of-year 2024 deadlines that retirees and those saving to retire won't want to miss.
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Medicare Open Enrollment Is Ending Soon
Medicare During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
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Missed Medicare Open Enrollment? Here Are You Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
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4 Things You Need to Know Before Applying for Social Security in 2025
Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
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12 FAQs About Medicare
Medicare When you turn 65, you have to master a new health care system. We’re here to help.
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What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
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Financial Topics You Can Safely Discuss at Thanksgiving
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
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Social Security Earnings Tests: Five Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
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Beware Three Medicare Open Enrollment Scams
Crooks are perfecting Medicare Open Enrollment scams to try to steal your money or personal information.
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Four Reasons to Shop Before Black Friday
Smart Buying It can make financial sense to buy holiday gifts before Black Friday.
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Medicare Premiums 2024: IRMAA for Parts B and D
The income related monthly adjustment amount (IRMAA) for 2024 Medicare Part B & Part D Premiums.
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How Moving Might Impact Your Medicare Coverage
Your Medicare plan’s coverage area will determine if you need to make changes after a move.
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Three Medicare Changes on the Horizon for 2025
Medicare beneficiaries will have a lower out-of-pocket maximum for their Part D Prescription drug coverage in 2025.
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When Will I Receive My First 2025 Social Security Check?
Find out when you can expect your first 2025 Social Security payment and the date you get paid when your scheduled day falls on a holiday.
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
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7 Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
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Here are the 2025 income related monthly adjustment amount (IRMAA) income brackets and surcharge amounts.
Medicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income.
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Here Is How Much You'll Pay for Medicare Premiums and Deductibles in 2025
Medicare premiums for 2025, and the cost of Medicare Part A, Medicare Part B and Part D premiums and deductibles, have gone up. Here is how much you'll pay in 2025.
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SEP IRA vs. Solo 401(k): Which Is Better?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
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SEP IRA Contribution Limits for 2024
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 in 2024 and $70,000 in 2025..
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Five Changes Coming to IRAs and 401(k)s in 2025
The 2025 rule changes for Roth and traditional IRAs could mean more money for your retirement. But you have to pay attention to reap the rewards.
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3 Changes Coming for Social Security in 2025
Use these three changes in Social Security to plan ahead for 2025.
