Insights

Some people are automatically enrolled in Medicare at age 65, while some have to apply. Follow this flowchart to better understand what, if any, action you need to take to ensure you're enrolled in Medicare at the right time.

IRMAA, which stands for Income-Related Monthly Adjustment Amount, is a term that may not be familiar to everyone. However, for individuals enrolled in Medicare, IRMAA can have a significant impact on their healthcare costs.

As you approach retirement and the possibility of enrolling in Medicare, it’s essential to be well-informed about what lies ahead. In this extended blog post, we’ll delve into the ins and outs of applying for Medicare, explore the different parts of the program, and take a closer look at two popular healthcare options: Medicare Advantage and Medicare Supplement plans.

The S&P 500 ended the second quarter and first half of 2023 at a 14-month high and most major stock indices logged solid gains in the second quarter following a pause in the Fed’s rate hike campaign, stronger-than-expected corporate earnings (especially in the tech sector), and the relatively drama-free resolution of the debt ceiling.

According to a Harvard study, contrary to popular belief, the primary challenge for retirees is not boredom or a lack of purpose, but rather the difficulty of replacing the social connections they once enjoyed at work.

The price of a bond can change over time, and there are many factors that can impact bond prices. In this blog, we will explore some of the key factors that affect bond prices.