The high cost of health insurance premiums is front and center in the federal government shutdown. As usual, there’s no shortage of politicians pointing fingers and placing blame. But it is a reality ...

Bridget Shoemaker is a partner at Oak Partners and has worked with me as a teammate since 2004. She is a very experienced financial advisor, and through many hours of specialized education and ...

In my most recent column I explained the key decisions you must make about Medicare — either when you initially enroll or during the annual open enrollment period that runs from October 15 to December ...

Fall has always been my favorite season—the cooler weather, the changing leaves, and, of course, the Social Security Administration’s annual announcement of the Cost of Living Adjustment (COLA) for ...

I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up paying more for my monthly premiums because my income will be high for that ...

Medicare enrollment for 2026 opens on Oct. 15. Do you know what you earned two years ago? Your 2024 income will determine if you’ll pay the Medicare surcharge, or income-related monthly adjustment ...