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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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Amazon Book Sale: Buy Two, Get One Free {Features More of My Favorite Reads!}
Published: with Crystal Paine to June 15, 2026 | This post may contain affiliate links. Read my disclosure policy here.…
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Distribution May Be the Last Resort: 17 Years of the Financial Samurai
Back in 2012, the year I left banking, I had a choice: build a lifestyle business or build a business-backed…
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Week 24: Looking Back on This Past Week + What I’m Reading, Watching, and Listening to
Someone asked me how in the world I love travel football so much. Here is the “secret” I live by……
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Retirement Annuities: 5 Things A Salesperson Won’t Tell You
Most annuities offer guaranteed income, but retirees should carefully review fees, delivery costs, commissions, and liquidity limits before signing a…
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7 Reasons Older Workers Are Quietly Supporting the Economy of 2026 – and What It Means for Your Retirement Timeline
About one in five Americans age 65 and older now participates in the workforce, helping to fill the labor shortage…
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7 Reasons Elderly People Regret Living With Their Elderly Children
Living with older children can reduce costs and provide support, but many older adults report challenges including privacy, independence, finances,…
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California’s Property Tax Deferral Program and Its February Deadline
California’s Property Tax Deferral Program can help eligible seniors delay property tax payments, but missing the February deadline could mean…
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