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Delaying Medicare sign-up can be a costly mistake

Delaying Medicare sign-up can be a costly mistake

Medicare requires that nearly all workers sign up for the program during a seven-month Initial Enrollment Period (IEP) that includes the three months before, the month of, and the three months following their 65th birthday. If you are already receiving Social Security...

When you call Social Security, expect to wait even longer

When you call Social Security, expect to wait even longer

Few government agencies touch the lives of more Americans than the Social Security Administration — the agency pays $1.4 trillion in benefits to more than 71 million people every year. But Social Security has been grappling with a customer service mess that threatens...

Could traditional pensions make a comeback in the private sector?

Could traditional pensions make a comeback in the private sector?

Did IBM just kick off the next big trend in the world of employee retirement benefits? Big Blue made headlines recently when it announced plans to end its 401(k) matching contribution in favor of a new benefit that sure sounds alot like a good old-fashioned pension....

Medicare fall enrollment: How to cut through the advertising noise

Medicare fall enrollment: How to cut through the advertising noise

If you’re enrolled in Medicare, you might want to turn off your television this time of year. In the weeks ahead, the airwaves will be flooded with advertisements promoting insurance plans during Medicare’s open enrollment period, which will start on Sunday and end...

How to protect your retirement from inflation

How to protect your retirement from inflation

The Social Security cost of living adjustment for 2024 will be 3.2 percent, far below this year’s 8.7 percent bump. The smaller increase reflects the cooling of consumer prices, but inflation is an ever-present risk that should be a consideration in your retirement...

Inflation and the markets take a bite out of retirement confidence

Inflation and the markets take a bite out of retirement confidence

The U.S. economy is in much better shape today than it was during the Great Recession. But persistent inflation and last year’s sharp stock market decline have shaken the confidence of American workers and retirees about their retirement prospects in a way not seen...

HSAs May Work Best as Tax Shelters

HSAs May Work Best as Tax Shelters

Healthcare costs are undoubtedly one of the top challenges that retirees face—especially when overall inflation is running hotter than at any time in the past few decades. Enter the health savings account, which offers an unmatched tax shelter for dollars that can be...

States are tackling the long-term care problem

States are tackling the long-term care problem

Here’s a tough reality to face: most of us will slow down as we get older. You might be very active, independent, and engaged in your 60s, and beyond, but at some point that independence starts to shift to dependence—at least to some degree. And that reality raises a...

Retirement Reboot: Listen to the podcast series

Retirement Reboot: Listen to the podcast series

Listen to a series of podcasts focused on the key themes of Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The six episodes feature conversations with expert guests discussing Social Security, Medicare, saving for retirement and more....

Retirement Rebootcast Episode Five: Investing for Retirement

Retirement Rebootcast Episode Five: Investing for Retirement

Welcome to the Retirement Rebootcast. That’s what I’m calling this special podcast series on my new book – Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The book is out this month, so I invited some of my favorite experts on...