Helping people plan for and live in retirement
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Joined October 2022
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Older adults lost more than $3.4 billion to fraud in 2023 and that’s likely an undercount. Only one in 25 cases is ever reported. With AI making scams more convincing, the threat is growing, said Matt Sommer of Janus Henderson Investors. finance.yahoo.com/video/warn…
via @YahooFinance
The GLP-1 Tsunami: Why Your Health Insurance Premiums Are About to Spike
57 million Americans with employer health insurance are clinically eligible for GLP-1 drugs like Ozempic and Wegovy.
linkedin.com/feed/update/urn…
Five days, one goal. To help you make better decisions during this year's Medicare Open Enrollment Period.
Attention Gen X Business Owners: Your company may not be the retirement safety net you think it is, according @KerryHannon, co-author of Retirement Bites. In a recent @YahooFinance Decoding Retirement podcast she laid out the reasons why.
finance.yahoo.com/video/why-…
Tax expert Robert Keebler breaks down in this @YahooFinance Decoding Retirement podcast the 2025 OBBBA tax changes -- from the new $40,000 SALT cap with income phaseouts to Roth conversion testing and the senior deduction's $150,000 threshold.
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We’re often told to get our affairs in order for our loved ones. Too often, though, some of our most loyal companions – our pets – are overlooked in estate planning. That doesn’t need to be the case.
thestreet.com/personal-finan…
How much money do you need to retire? @JeanChatzky has the answer in this @YahooFinance Decoding Retirement podcast.
finance.yahoo.com/video/unde…
The surprising secret to adding a decade to your life isn't what you think. It's relationships says Debra Whitman of @aarp. finance.yahoo.com/video/why-…
America is facing a $600 billion caregiving crisis - and most families don’t even see it coming.
In this @YahooFinance podcast, MIT AgeLab Director @josephcoughlin warns that the “care gap” isn’t just a private pain point. finance.yahoo.com/video/care…
In this @YahooFinance Decoding Retirement interview, Dr. Mehmet Oz, the administrator of the Centers for Medicare & Medicaid Services (CMS), offered insights into the pressing financial and operational challenges facing the U.S. healthcare system.
finance.yahoo.com/video/dr-o…
AARP and NAC Unveil Sweeping New Report Showing Family Caregiving Has Surged By 20 million in a Decade
thestreet.com/retirement/ame…
Working longer won't save your retirement, warns Professor Teresa Ghilarducci in this episode of Decoding Retirement on @YahooFinance .
finance.yahoo.com/video/reti…
Frequent Alcohol Consumption Will Derail Your Finances. How to avoid that from happening.
marketwatch.com/story/drinki…
Uncle Sam is pulling the plug on paper checks. Are you ready?
With insight from Jim Blankenship and Travis Stanley.
thestreet.com/retirement/soc…
Retirees Alert: Are Your Medicare Costs About to Skyrocket?
thestreet.com/retirement/mil…
A growing number of retirees will soon face sharply higher Medicare Part B premiums, with some paying more $26,400 per couple per year by 2034. thestreet.com/retirement/mil…
How should you plan for the possibility of Social Security cutting your benefit by 23%? Marcia Mantell, RMA®️, NSSA®️shares her thoughts.
finance.yahoo.com/video/soci…
via @YahooFinance #DecodingRetirement
Retired Workers Face Shocking Medicare Part B Premium Hike in 2026: What Seniors Need to Know for Retirement Budgeting
thestreet.com/retirement/ret…
Shocking Medicare Part B Premium Hike Expected for Retired Workers in 2026: What You Need to Know
thestreet.com/retirement/ret…