Latest articles by Donna LeValley
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Most Changes to HSAs in the One Big Beautiful Bill Did Not Make the Final Cut
HSAs were set to get a glow-up in the House version of the OBBB. Unfortunately for most retirees, the final bill did not include many of the benefits proposed by the House.
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When Will Social Security and Medicare Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
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Prior Authorization Coming to Traditional Medicare Starting in 2026
The Centers for Medicare and Medicaid Services (CMS) will implement prior authorization requirements for certain traditional fee-for-service Medicare services in six states starting next year.
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Don't Fall For These Five Costly Medicare Myths
Signing up for Medicare can be complicated, and mistakes can be costly. Let's demystify these five Medicare myths to avoid expensive penalties.
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Bonds: Everything You Need to Know
investing Bond yield, maturity, interest and price explained.
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Four Proposed Changes to Medicare in the One Big Beautiful Bill Act
Four Proposed Changes to Medicare in the One Big Beautiful Bill Act — and What Ended Up in the Signed Bill
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Five Ways You Can Lose Your Medicare Benefits
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.
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Is Your IRA Protected from Creditors in Bankruptcy?
Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that exist and to what extent they protect your IRAs.
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TIPS vs I-Bonds
Both TIPS and I-bonds are hedges against inflation. Learn about the pros and cons of each before you invest.
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The Benefits of I Bonds vs EE Bonds to Store Your Savings
All of the information you'll need to choose between Series I and EE savings bonds is right here.
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Need More Money for Retirement? You May Have Already Saved It. Here's How to Find Your Lost 401(k).
Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are nine ways you can locate your account.
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Money Market Account Basics
savings Money market accounts give you rates of return rivaling high-yield savings accounts, with more flexibility to access your cash.
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What is the IRMAA (Income-Related Monthly Adjustment Amount)?
IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
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The Nine Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
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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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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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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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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.
