Medicare At 65+

When you turn 65, you become eligible for Medicare if you: Either receive or qualify for Social Security retirement cash benefits Or, currently reside in the United States and are either: a. A U.S. citizen b. Or, a permanent U.S. resident who has lived in the U.S....

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is hacked, but you do have control over your own actions. Ten Things to...

September 8, 2026 Weekly Market Insights

Stocks were mixed last week as markets continued to navigate geopolitical concerns and new signals about short-term interest rates. The Standard & Poor’s 500 Index edged up 0.09 percent, while the Nasdaq Composite Index rose 0.40 percent. The Dow Jones Industrial...

Healthcare Costs That Catch Retirees Off Guard

Most people prepare for the big healthcare costs in retirement: Medicare premiums, prescription drug coverage, and maybe extended care insurance. That’s a great start. But some costs can sneak up later. Fidelity estimated lifetime healthcare spending for 2025 at...

2026 Tax Law Changes

On July 4, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range of tax rules affecting individuals, families, and businesses. Some provisions took...