Working Beyond 65

It’s Just One Example Of Why Medicare Enrollment Is So DifficultPeople are working beyond 65 for a long list of reasons. That trend is unlikely to reverse. It is always complicated when the “authority” that you depend on, doesn’t know the precise answer. Watch the...

Medicare Advantage Hack Explained

New Video to Explain March 31stShhh. I have told small groups that the number of rules that govern the carriers are very complicated. When you add the difficult competition, that means wins for consumers, IF THEY UNDERSTAND how/where to look. The Secret Sauce can...

Medicare Advantage Hacks

Medicare Advantage HacksThe Medicare Advantage Open Enrollment Period ends on March 31. Existing Medicare Advantage policyowners can switch to another plan, once, and that period ends in a week.If you like your plan and intend to keep it, here is a detail that many...

Vanguard Lawsuit

Vanguard’s Lawsuit and YouWhile this gets the headlines, what is happening here is common. For me, this is front and center to the structural, inherent challenges that target date retirement funds, robo-advisors, mutual funds (!) and actively-managed ETFs pose.And...

Stocks & Bonds Off To A Rocky Start

A Short Video On Financial PlanningBook Trailer is Now LiveIntroverts Don’t Do Well At These Things, But…Nephew Oscar Is (Rightfully) Very, Very Underwhelmed That’s The Thanks I Got For Taking Him HereMy TikTok is here.And before you disregard TikTok too easily, as...

Back To Our Regularly Scheduled Program

The Interview And What Isn’t FixedThe important thing here is to share with non-Medicare crowd (ahem). The No Surprises Act does help consumers, no question. Not sure if “it couldn’t get any worse” is a good explanation, but it fits. Here’s the article on...