Features
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Medicare and Moving: A Guide to Keeping Your Coverage
Your Medicare plan’s coverage area will determine if you need to make changes after a move.
By Donna LeValley
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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.
By Donna LeValley
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Which Generation Pays the Most Taxes in the US?
Tax Burden Polls show that most people feel like taxes are unfair. But which age group bears the brunt of the tax burden in the United States?
By Kelley R. Taylor
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Free College at 60? The Lifelong Learning Secret for Retirees
Educational opportunities for older adults are plentiful, and the payoff — in terms of enrichment, health, and community — is great.
By Diane Harris
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Social Security Garnishment Rules: What Retirees Need to Know
Do you know who can garnish your monthly Social Security benefit? Or take the funds from your bank account? Learn how to protect your benefits from creditors.
By Donna LeValley
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10 Worst Things to Keep in Your Wallet
Scams Storing a spare key, your passport card or any other important item in your wallet leaves you open to identity theft — or worse.
By Bob Niedt
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5 Estate Planning Things You Need to Do Now
Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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We've saved $3.1 million, but my husband still works. I want to travel!
We retired last year at 67. My husband works two days a week, but it's interfering with the dream vacations I want to plan. Help!
By Maurie Backman
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Are Scholarships Taxable in 2026? What Students and Parents Need to Know
Education Scholarships are generally tax-free if certain IRS and other requirements are met.
By Kelley R. Taylor
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5 Reasons Your Tax Refund Might Be Delayed and How to Fix It
Tax Refunds Is your IRS refund taking forever? From filing errors to identity verification, here are five reasons for a tax refund delay, and what you can do today.
By Kate Schubel
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Add Lifetime Annuities to Unlock Home Equity and Tax Benefits
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
By Jerry Golden, Investment Adviser Representative
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Why Are Your Tax Dollars Not Maintaining Our Infrastructure?
Instead of spending the money needed to maintain our public buildings, roads and bridges, flashy new projects are prioritized. What can be done?
By Bob Hellman
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How to Keep Your Head When the Markets Make Others Lose Theirs
Practical steps like aligning your portfolio risk with your comfort level and securing sufficient liquidity can help you stay focused when markets get erratic.
By Amanda Weldon, CIMA®
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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Social Security Payment Schedule for 2026
Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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17 Ways to Cut Your Energy Bill
Whatever the direction of utility prices, it pays to make moves that reduce your energy usage. Here are 17 ways to use less energy at home and lower your utility bills.
By Daniel Bortz
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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Snowbirds — Shipping Your Car Back Home? Beware of These Four Scams
Snowbird season is coming to an end, which means many older adults will be shipping their vehicles back home. Here's how to avoid overpaying for that convenience.
By Donna Fuscaldo
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Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible
Retirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
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Can AI Help You Find a Bigger Tax Refund? What the IRS Says About Amended Returns
Tax Returns Viral posts claim AI chatbots can review a filed tax return and uncover missed refund money. Here’s what the technology can realistically do and when it may make sense to file an amended return.
By Chrissy Paradis
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The 10-Year Rule for Inherited IRAs
Kiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
By Joy Taylor
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Why You May Not Want to Move Near the Grandkids in Retirement
Thinking of moving near the grandchildren in retirement? Before you pack up your bags, you may want to think again.
By Donna Fuscaldo
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The '1% More' Rule For Your 30s and 40s
Adding just 1% more can have a transformative impact on your retirement savings and spending. See how this painless hack works.
By Donna Fuscaldo
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The Average Monthly Social Security Check: February 2026
The average monthly Social Security check amount might surprise you. Here's a look at February's numbers and why they matter.
By Donna LeValley
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Tax Forms Retirees Are Getting in 2026 and What They're For
Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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I want original Medicare, but my wife chose Medicare Advantage for us
We retired with $4.6 million. Even so, our Medicare Advantage plan limits coverage when we travel or want to see a specialist. How can I convince my wife to switch?
By Donna LeValley
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4 Ways to Make Debt Your Friend Instead of Your Frenemy
Debt can actually be a helpful tool, provided you understand the difference between good debt and bad debt and use it to optimize your financial strategy.
By Meagan Dow, CFA®, CFP®
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The Housing Crisis Affects Us All: Here's How We Can Fix It
Excessive building regulations are restricting the supply of affordable housing in areas with the strongest job markets — and that hits national growth.
By Jesse W. Hurst, CFP®, AIF®
