Discover how your income can increase Medicare Part B and D premiums. Understand IRMAA thresholds, appeal processes, and effective planning strategies to reduce your financial burden.

Medicare Advantage Insurers Often Use Rewards, Incentives to Encourage Enrollees to Complete Health Risk Assessments
But KFF research reports new findings that raise concerns.

The Best States and Industries for Older Workers
Instead of retiring, millions of Americans age 65+ are staying or returning to the workforce.
Revocable Trusts vs. Inheritance Trusts: Medicaid Asset Protection Explained
Understand the complexities of merging inheritance trusts with revocable trusts for Medicaid spend-down protection. Learn why third-party trusts are treated differently and how to safeguard your assets.

Save Thousands on Taxes With Strategic Withdrawals
Here’s what saves the average retiree tens of thousands in taxes.

Phased Retirement: Work Less, Retire Happier
We, as humans, tend to view retirement as “all on” or “all off.” That’s the wrong approach, if you ask Nick Defenthaler.

Can You Safely Retire Amid Recession Fears?
Plus, expert strategies to protect your retirement portfolio.

Don’t Wait: The Silent Risks of Not Having an Estate Plan
For high-net-worth individuals, a comprehensive estate plan is crucial. Explore strategies like dynasty trusts, life insurance and charitable giving to safeguard your wealth across generations.

America’s Cleanest and Dirtiest Cities
A recent study ranked 35 large U.S. cities on cleanliness based on seven factors. Find out how your city compares.

Medicare Part B vs. Medicare Part D Drugs
What do I need to know about the difference between Part D and Part B medications?
