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7 Things 2026 Trustees Report Actually Tells Seniors Who Count on Social Security
The Trustees’ 2026 report outlines long-term challenges for Social Security funding, but retirees continue to receive full benefits today, and…
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Walmart Plus Membership | 50% off for one year! Saving Money at Mom®
Save BIG on a Walmart Plus membership right now with this deal! Offers free shipping, gas savings, and more! Walmart+…
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Having a will is important (and easier than you think)
With no clear deadline, and not a fun topic to think about, many Canadians still don’t have a will. But…
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In defense of “dumb” purchases.
I know this argument well, because I spend most of my time around people who work with money. Financial advisors,…
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7 Medicare IRMAA Risks That May Increase Your Payments After Two Years
Large IRA withdrawals, Roth conversions, investment gains, and other income increases can trigger Medicare IRMAA penalties that increase premiums two…
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Stop Waiting for Permission to Build a Fortune
After graduating part-time from Berkeley’s MBA program in 2006, I wanted to start Financial Samurai. But even after taking courses…
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6 Required Minimum Distribution Rules Retirees Should Revisit Before Year’s End
Before December 31st, retirees should confirm their RMD amount, withdrawal deadline, tax impact, and potential Medicare payment consequences to avoid…
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Medicare’s Part A Trust Fund Set to Run Short in 2033: 6 Costs Seniors Should Watch Out For.
Medicare’s Part A Trust Fund is expected to face a funding shortfall by 2033, making it advisable for seniors to…
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7 Vaccines Doctors Recommend for Adults Over 50
Doctors recommend several important vaccines for adults over 50, including shingles, RSV, influenza, pneumococcal, and COVID-19 vaccines to help prevent…
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9 Changes to ABLE Accounts in 2026: Higher Contribution Limits and Expanded Savings Credits
Major updates to the ABLE account in 2026 include a $20,000 contribution limit, extended eligibility to 46 years, and continued…
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