Adjusting Plans as You Age
Adjusting your plans as you age means recognizing that what worked financially and physically at 40 won't work at 60 or 75.
Month July 2026
Reviewing Your Retirement Plan
Reviewing your retirement plan means systematically examining your current investments, contribution levels, fees, and overall strategy to ensure you're...
The Annual Retirement Checkup
An annual retirement checkup is a systematic review of your retirement finances, beneficiaries, investment allocations, and income streams conducted once...
Working with Multiple Advisors
Working with multiple financial advisors is an increasingly common strategy for managing complex retirement and pension decisions, though it requires...
The Retirement Planning Team
A retirement planning team is a group of financial professionals who work together to help you develop and execute a comprehensive strategy for your...
When You Need Professional Help
You need professional help with retirement planning and pension matters when the stakes are too high to navigate alone—when a mistake could cost you...
Elder Law Attorney vs Financial Advisor
An elder law attorney and a financial advisor serve fundamentally different purposes, though many people mistakenly believe they handle the same work.
Hiring a Medicaid Planner
A Medicaid planner is a professional who specializes in helping individuals and families arrange their finances to qualify for Medicaid coverage,...
The Fair Hearing Process
A fair hearing is a formal appeal process that allows you to challenge an adverse decision by a government agency—whether that involves the loss of...
Medicare lookback rule age 63: IRA withdrawal cost implications explained
At age 63, a $60,000 IRA withdrawal can double your Medicare Part B premiums two years later due to the two-year lookback rule.