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Retire in Kentucky: Affordable Living & Tax Benefits

0 comments February, 12, 2026

Discover Kentucky’s attractive retirement benefits, including no Social Security tax, pension exclusions and low cost of living.

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Feds Probe UnitedHealth’s Medicare Advantage Billing Practices

0 comments February, 11, 2026

The U.S. Department of Justice is investigating Medicare Advantage billing practices at UnitedHealth Group, a development that the insurer disputes.

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New Research on Early 401(k) Withdrawals Sparks Concern

0 comments February, 11, 2026

Explore how emergency withdrawals & loan repayment impact retirement savings, with analysis from leading researchers.

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Breaking the Cycle: Are Your Habits Holding You Back?

0 comments February, 11, 2026

With 32% of Americans indulging in alcohol, gambling or substances weekly and 11% going into debt for them, it’s time to assess whether your spending aligns with your financial goals.

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Backdoor Roth IRA: A Guide for High-Income Earners

0 comments February, 11, 2026

Discover the power of the backdoor Roth IRA for tax-free retirement income. This guide simplifies the process, including how to avoid the pro-rata rule and common mistakes.

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IRA Contribution Deadline: Avoid Penalties & Optimize Your Retirement Savings

0 comments February, 11, 2026

Don’t miss the April 15, 2025 deadline for 2024 IRA contributions. Learn how to avoid penalties, understand income limitations, and leverage the 5-year Roth rule.

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Insurers Push Back on Medicare Coverage for Weight-Loss Drugs

0 comments February, 11, 2026

Health insurance companies are lobbying the Trump administration to reject Biden-era proposals that would expand Medicare and Medicaid prescription access to weight-loss medications such as Wegovy and Ozempic.

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Man vs. Machine: Margin Account Basics: What Every Investor Should Know

0 comments February, 10, 2026

This guide covers the mechanics of margin trading, including how interest rates affect your returns and what happens during a margin call. Learn if margin trading is right for your investment strategy.

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Protect Your Social Security Benefits As DOGE Cuts 7,000 SSA Jobs, Closes Offices

0 comments February, 10, 2026

The Social Security Administration’s downsizing may lead to longer wait times, but experts stress that benefits remain intact. Learn key steps to manage your account and avoid potential service disruptions.

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The Snowbird’s Guide to Estate Planning: Protecting Your Legacy Across State Lines

0 comments February, 10, 2026

Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key considerations including domicile, taxes and ensuring health care wishes are respected.

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