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Social Security18 Articles
Tue, Jul 1, 2025
Understanding Medicare IRMAA
The higher your income, the more you should plan ahead for higher Medicare costs. Discover money-saving strategies to approach your IRMAA premiums—and how to reduce them in the future.
Tue, May 13, 2025
What Is Financial Freedom?
They say you can’t put a price tag on peace of mind, but there’s something to be said for the satisfaction of living life on your own terms.
Tue, Feb 25, 2025
Original Medicare vs. Medicare Advantage: Which Should You Choose?
Compare Medicare plans annually to find one that covers what you need with the lowest out-of-pocked expenses.
Tue, Jan 28, 2025
The Social Security Fairness Act: Social Security Benefits Are Changing in 2025
2.8 million Americans are expected to receive a hefty lump-sum payment in missed Social Security benefits from 2024, thanks to the new Social Security Fairness Act. Discover the changes coming in 2025—and who will be impacted.
Tue, Jan 21, 2025
How to Manage Longevity Risk
What happens if you outlive your money? Explore how you might safeguard your retirement savings with strategies for withdrawals, taxes, Social Security, and more.
Tue, Jan 7, 2025
How Do I Know I’ll Have Enough in Retirement?
Will your retirement plan support your lifestyle? Let’s run the numbers. The Monte Carlo simulation can help reveal your likelihood of success.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.