Retirement

For almost two years now, those who help Medicare beneficiaries find plans have been using an updated Medicare Plan Finder, a tool that does not do all the things its predecessor, the Legacy Plan Finder, did. It appears the Centers for Medicare and Medicaid Services (CMS) decided it was time to work that same magic on Physician Compare. 

A handful of the largest U.S. public pensions, such as CalPERS and STRS Ohio, facing increased public scrutiny claim that their compliance with voluntary standards developed for the money management industry—the Global Investment Performance Standards—enhances their integrity and transparency. Pension stakeholders should not be fooled. In 2018, California Public Employees’ Retirement System (CalPERS), the largest

Every conversation I have with operators of senior living facilities and home care agencies quickly pivots to one issue: A desperate shortage of care workers. The problem isn’t new. Low pay, low status, and physically and emotionally demanding work has plagued the long-term care industry’s ability to hire for years. Highly restrictive Trump-era immigration policies

As you transition into retirement, it’s a good idea to adopt strategies that help protect you from significant financial losses in your later years due to mistakes, financial exploitation from unethical friends and relatives, and fraud.  The recently released “Thinking Ahead Roadmap” helps you select a financial advocate who can assist you in managing your money

The Great Resignation and the future of work is just one indicator of something larger happening in a post-pandemic society – we are undergoing a Great Reframing of life’s choices and behaviors redefining how we view work and everything else. Keith worked for the same real estate firm for many years. “I was their numbers

Now that we’ve celebrated our national Independence Day, it’s a good time to contemplate being able to celebrate your own Financial Independence Day. Financial independence is a state of being in which you don’t have to work to pay your living expenses. You may decide to retire or you may choose to work because you

Nice problem to have: a fat retirement account along with potentially taxable gains. This calculator tells you which asset to liquidate. You’re retired, and living off two piles of assets—a taxable brokerage account and a tax-deferred IRA. Which should be cashed in first? For a lot of people, the answer is simple: Use up the

Perfection in financial planning is impossible and its pursuit may actually be counterproductive. It may be better said that financial planning is fundamentally an exercise in mistake management and minimization. Much like major league batters in baseball, three-point shooters in basketball, and football quarterbacks in pursuit of completing passes, you may well fall short more

In case you hadn’t noticed, here in the U.S. we have a lot of diversity among the governing bodies we call states. Some of this diversity is pretty obvious, like climate, population, terrain, and size. We also have tremendous diversity in political philosophy and governance policies.  So, it shouldn’t be surprising that our united states don’t

By Richard Eisenberg, Next Avenue Editor As we’ve all noticed, inflation has been on the rise lately — the Consumer Price Index rose from 1.6% at the end of the first quarter of 2021 to about 3.4% for the second quarter. And that has major implications for how you should be managing your money: your savings,