This article discusses what it’s like to work with a virtual retirement planner and how working with one can allow you to find an advisor who specializes in working with folks exactly like you, rather than the closest one.
Learn how the “widow’s penalty” can raise taxes for surviving spouses, and what pre-retirees can do now to plan ahead and protect their income.
Early retirement health insurance may be getting more expensive. Learn what’s changing in 2026 and how smart planning can help you stay on track.
Retirement planning often involves a lot more than just making sure your nest egg is large enough to sustain your lifestyle. It also requires a strong focus on income taxes and remaining nimble as tax laws change over time. One specific area of tax rules that retirees need to be aware of include Medicare premiums and the potential of something called an Income-Related Monthly Adjustment Amount (IRMAA).
You’ve paid into Social Security throughout your working career. As you approach retirement, you may be wondering whether you’ll have to pay tax on your Social Security benefits. Let’s discuss…
