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Personal Finance
This year, California took the second of two steps to allow residents with unlimited assets to participate in its Medicaid long-term services and…
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Semi-retirement has significant advantages for your financial security, health, and enjoyment of life. It’s a powerful strategy to consider as you…
The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2025,…
The Centers for Medicare and Medicaid Services is notifying almost 950,000 Medicare beneficiaries that their personally identifiable information was compromised in…
Medicare’s open enrollment period started on October 15 and runs through December 7 this year. That means you can now comparison-shop…
There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on…
Estimated tax requirements are a frequent problem for retirees, with many incurring penalties for underpaying their estimated taxes. Fortunately, there’s a…
