Financial expert Jae Oh discusses potential end of enhanced tax credits, impact on health care costs, and strategies to prepare for possible premium increases.

Your Guide to Retiring in Indiana
Tax benefits, low housing costs, recreational opportunities and more.

Beyond Wills: The Essential Estate Plan Checklist (For Everyone!)
It’s more than just passing on wealth! Ensure your health care wishes are respected, appoint guardians for loved ones and manage digital assets with a comprehensive estate plan.

RMD Refresher: When to Take Withdrawals From Your IRA or Retirement Account
Ensure you’re on track! Learn key RMD details like age requirements, deadlines & how to calculate.

Trump Administration Retreats From 100% Withholding on Social Security Clawbacks
A Biden administration policy capped the overpayment of Social Security clawbacks at 10%. Then the Trump administration came down hard with its overpayment demands on beneficiaries. Now there’s a quietly introduced change.

How to Build a Self-Sustaining Business for Lasting Income
Escape the daily grind and secure your financial future. Learn how to structure your business with remote teams and robust systems to generate reliable, recurring profits in retirement.

Medicaid & Assisted Living: Navigating Eligibility
Eligibility criteria, program limitations, tips on finding legal assistance and more.

When Hospitals Ditch Medicare Advantage Plans, Thousands of Members Get To Leave, Too
But KFF Health News reports some older Americans get lost in the transitions. At least 41 hospital systems have dropped out of 62 Medicare Advantage plans serving all or parts of 25 states since July. Here’s what to do so you don’t lose Medicare coverage.

Smart Moves for RMDs: 6 Strategic Ways to Make the Most of Distributions You Don’t Need
Don’t let unneeded RMDs inflate your tax bill.

Planning for Retirement Taxes: Fewer Withholdings, Less Stress
Retire worry-free by minimizing tax withholdings and avoiding underpayment penalties.
