Latest articles by Jackie Stewart
-
Why Retirees Who Don't Consider ESG Investing Are Making a Big Mistake
retirement planning More investors are taking into account environmental, social and governance principles when making decisions. That's because of the potential for lower risk and outsized returns.
-
What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
-
Medicare Part B Premium Jumps Dramatically for 2022
Medicare Rising health care costs and the approval of Aduhelm, a new expensive Alzheimer's drug, were partly to blame for increases in the Part B premium and deductible.
-
Biden's Spending Framework Limits Medicare Expansion
Medicare The Medicare expansion in President Joe Biden's $1.75 trillion spending plan included fewer new benefits than some Democrats had hoped for.
-
How Congress Could Expand Medicare Benefits to Cover Dental, Hearing and Vision
Medicare Democrats have included the proposal for the new benefits in their budget reconciliation bill. They also want to allow Medicare to negotiate lower drug prices with pharmaceutical companies.
-
Social Security Earnings Tests: 5 Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
-
Retirees to Get Big Social Security COLA Boost for 2022
social security The increase in the Social Security cost-of-living adjustment for 2022 was driven by higher prices for fuel, appliances and cars.
-
When is Medicare Open Enrollment?
Medicare During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
-
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.
-
Is a Medicare Advantage Plan Right for You?
Medicare Advantage plans can provide additional benefits beneficiaries can't get through original Medicare for no or a low monthly premium. But there are also cons to this insurance you need to consider.
-
Retirees, Transform Your House Using Smart Home Technology
home Going high-tech allows you to control your lights, locks and many appliances with voice activation and can help you age in place. Here's what to consider when deciding on the different options.
-
What's My Social Security Full Retirement Age?
social security The year you were born determines when you become eligible for your full Social Security retirement benefit. Use our calculator to determine your full retirement age.
-
Medicare Part A Funds to Run Out in 2026
Medicare The trust fund for Medicare Part A did not significantly change from last year, though its financial position still remains precarious.
-
Social Security Reserves to Be Depleted Earlier than Previously Expected
social security The annual trustees report, which was released on Tuesday, found that Social Security benefits could be paid in full until 2034.
-
Consider These Programs to Help You Repay Your Student Loans
student loans Check to see if you qualify for one of the income-driven repayment plans or a loan forgiveness program.
-
Tackle Your Debt Before Retirement
debt management You should aim to leave the workforce with as little debt as possible. Otherwise, money that could be spent enjoying your golden years could end up going to repaying loans.
-
7 Essential Steps to Getting Your House Ready to Sell
selling a home Here's how to boost your home’s sale price and attract buyers in the digital age.
-
How Patients with Lasting Symptoms of COVID Can Apply for Disability
Financial Planning Those who can no longer work because of COVID-19 may qualify for these benefits but the approval process can be a difficult road.
-
Older Adults Battle Long-Term Effects of COVID-19
Financial Planning Seniors are more likely to suffer from long COVID, and it's unclear when, or even if, they will fully recover.
-
Calculate Your Required Minimum Distribution From IRAs
required minimum distributions (RMDs) The IRS updated the uniform lifetime table, which is used to determine your mandatory withdrawals, this year. This tool can calculate your RMDs from a traditional IRA.
-
What You Must Know About Tipping While Traveling
Travel Relax, you're on vacation. Use these six tips to establish a tipping plan that eliminates stress.
-
Business Owners Need an Exit Strategy When They Are Ready to Retire
small business If you are looking to sell your business and retire, you need to understand what your company is worth, what documents you must have ready and who the potential buyers could be.
-
Everything You Must Know About "Backdoor" Roth IRAs
Roth IRAs If you earn too much to contribute directly to a Roth IRA, there are still ways to move funds to this type of an account.
-
You Can Appeal a Medicare Premium Surcharge
Medicare If your income has dropped in the past two years, there’s a good chance you can get your surcharge eliminated or reduced.
