Latest articles by Donna LeValley
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The Social Security Fairness Act May Change How You Pay Medicare Premiums
If you receive an upward adjustment to your monthly Social Security benefits due to the SSFA, how you pay your Medicare premiums might change.
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Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high. And with the Fed unlikely to conduct rate cuts at its June meeting, it gives savers more time to maximize returns.
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Four Tax-Friendly Ways to Pay for Long-Term Care Insurance
Long-Term Care Insurance Use these four tax-friendly ways to pay for your long-term care premiums.
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Social Security Under Trump Live Updates: Final Blog Post — for Now
Social Security Blog Social Security has undergone big changes in 2025 under President Trump. Get live daily news, updates, tips and analysis to help you navigate the developments.
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How to Set the Price to Sell Your Home
real estate If you're selling your home, setting the right price is crucial. Don't overprice or you'll scare away prospective buyers.
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Registered Social Security Analyst: The Retirement Professional that Can Help You Maximize Your Benefits
The services of a Registered Social Security Analyst (RSSA) are often overlooked. Yet, for those planning for retirement, nearing or already retired, an RSSA can be an invaluable resource.
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Fixed vs. Adjustable-Rate Mortgages: Which Is Better for Buying a Home?
real estate Consider these pluses and minuses before jumping into a loan you'll be paying for the next 15 to 30 years.
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Eight 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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Bond Basics: Municipal Bonds (Munis)
The higher your tax bracket, the more you'll benefit from Munis — bonds issued by state and local agencies.
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Secure Your Social Security: The Essential Role of a Representative Payee
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
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What Medicare Covers When You Travel in the US and Abroad
Medical emergencies can happen at any time. Knowing what Medicare coverage you have, anywhere in the world, can help you avoid a massive bill.
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Tax Reconciliation Bill Could Trigger $500 Billion in Mandatory Medicare Cuts
The deficits caused by the tax bill would trigger the Statutory Pay-As-You-Go Act of 2010 and force billions in cuts to Medicare. However, Congress can block the implementation of the cuts.
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Missed Medicare Open Enrollment? Here Are Your Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
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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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The Minimum Savings You Need To Retire in All 50 States
Worried you haven't saved enough for retirement? Here are the average annual expenses and minimum savings amounts needed to get by in all 50 states.
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How to Correct Errors on Your Social Security Statement and Collect Your Maximum Benefit
Your Social Security benefits are based on your Social Security earnings record. It's important to review your records to avoid having your benefits reduced.
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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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The Average Social Security Claiming Age is Trending Higher
Fewer people are claiming Social Security benefits at age 62. Better health and the elimination of the earnings test after 65 have lowered barriers to working longer.
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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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You Can Now Collect a Public Pension and Full Social Security Benefits
retirement If you receive a public pension from the government, you can now collect full Social Security benefits as well as your pension, due to the Social Security Fairness Act.
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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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Gift Like Buffet: Three Financial Gifts for Your Kids and Grandkids
Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
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How Your HSA Can Reimburse You for Medicare Premiums and Expenses
Medicare Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an Health Savings Account to reimburse yourself.
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