One of the big mysteries for me has always been how do Medicare and Social Security work when I go to actually start ...

We asked professional wealth managers to weigh in.

In particular, a financial fraud case in my area has really stood out to me. An accountant and financial adviser died suddenly, and clients later discovered that their money was missing. These clients ...

The SECURE 2.0 Act changed the RMD age. Find out if you need to start taking withdrawals at age 73 or 75 based on your birth ...

In 2026, you'll pay more for Medicare with IRMAA brackets that start at $109,000 for individuals and $218,000 for couples. IRMAA (income-related monthly adjustment amount) is an extra fee that you pay ...

Red Bull's Max Verstappen in testing ahead of the 2022 Formula One season Lluis Gene / Getty Images It just sounded different. There was a fizzing that had not been there when the Abu Dhabi Grand Prix ...

Bridget Shoemaker is a partner at Oak Partners and has worked with me as a teammate since 2004. She is a very experienced financial advisor, and through many hours of specialized education and ...

In the new year, many Social Security rules are taking effect, affecting Americans' benefit amounts, the full retirement age and more. Some of the changes arrive courtesy of inflation adjustments, but ...

Medicare Part B's standard monthly premium doesn't apply to all enrollees. Higher earners face surcharges that could lead to higher costs. It's important to have a handle on your healthcare spending ...

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of moving parts. Take James and Andrea, a couple in their early 80s who’ve been ...