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THE TRUTH ABOUT: 13 - The Untold Story

This Is the ‘Real’ Retirement Age in America — Do You Have Enough Saved To Be Comfortable?

Most Americans retire later than they expect. See the real retirement age in America and whether your savings are enough for a comfortable retirement.

GOBankingRates

Retirees are facing a $345,000 bill they never saw coming — and most aren't prepared

Healthcare costs in retirement can rival a second mortgage. Optimism bias and Medicare myths are leaving Americans dangerously underprepared.

Fortune

The Middle Wealthy Are the Goldilocks of Retirement, But Where Do You Find the Financial Advice That's 'Just Right'?

Too rich for basic financial advice but not rich enough for private client services? What's the best way to plug the "middle wealthy" retirement planning gap?

Kiplinger

From analysis to the latest developments in health,
read the most diverse news in one place.

Retirees Could Cut Their Tax Bills by Thousands With This One Move

A single tax strategy could help retirees keep thousands more each year. Here’s how smart planning can lower your retirement tax bill.

GOBankingRates

9 IRS Rules That Catch Retirees Off Guard Every Tax Season

Retirement is supposed to simplify life—but when tax season rolls around, many retirees find themselves facing unexpected surprises. From Social Security taxes to required withdrawals,...

Saving Advice

Florida Has 0% Income Tax — But Seniors Still Spend Thousands a Year on Essentials

No state income tax is like a jackpot, right? It grabs attention fast, sparks big dreams, and fuels countless retirement plans built around sunshine and savings. Florida wears that zero-percent badge like a crown, and it absolutely delivers on that promise. No income tax means more take-home money, fewer headaches…

The Free Financial Advisor

If You're Retiring Early, an ACA Subsidy Now Could Be a Tax Headache Later

Health care subsidies can be a valuable benefit in early retirement, but locking them in now can mean higher taxes later. Here's what you need to consider.

Kiplinger

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If You Retired Early in 2025, What Taxes Do You Have To Worry About?

Before you head for the golf course or get on that cruise ship, below are some taxes you should know about.

GOBankingRates

Why Free Preventive Care Isn’t Always Free, Even With Medicare

What could be better than free? No fine print, no surprises, no catch—that’s the dream, right? Medicare leans into that word when it promotes preventive care, and it does it confidently. Screenings, wellness visits, and certain tests come wrapped in the promise of zero out-of-pocket cost. That pitch feels reassuring,…

The Free Financial Advisor

Healthcare Spending Doesn’t Stop Rising — Why That Matters for Retirees

Healthcare costs don’t just rise—they charge forward like they’ve got something to prove. Numbers climb year after year, and they don’t ask for permission before reshaping retirement plans that once looked solid on paper. Anyone eyeing retirement with a sense of calm might want to take a second look, because…

The Free Financial Advisor

When Multiple Tax Rules Collide: Don't Pay a 50% Rate on Your Roth Conversion by Mistake

Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.

Kiplinger

8 Hidden Fees in Medicare Advantage Plans: What To Look Out For

A low monthly premium grabs attention fast. It feels like a win, a smart move, a way to lock in healthcare coverage without draining a bank account. Medicare Advantage plans step into that spotlight with confidence, often advertising extra benefits and attractive pricing that sound almost too good to question.…

The Free Financial Advisor

Bernie Sanders' $3,000 Payment Plan: Who Qualifies And How It Would Work

Senator Bernie Sanders and Rep. Ro Khanna proposed a 5% wealth tax on billionaires to fund social programs, potentially raising $4.4 trillion over a decade.

International Business Times UK

The next generation of senators has a ticking time bomb in their lap: Social Security’s insolvency, without a plan for national debt

“My hope would be that, come January, the campaign is over and [they] lay down some of the weapons and pick up some of the calculators and pencils, and try and come up with a solution.”

Fortune

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news in one place.

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Kiplinger

5 Quick Tax Tips for Retirees for 2025 and 2026, From a Financial Planner

These five key tax strategies can help retirees navigate new rules and deductions, reduce your taxes and preserve more of your retirement income.

Saving Advice

Medicare Alert: Scammers Are Mailing Seniors ‘Updated Benefits Cards’ — They’re After Your SSN

Unfortunately, the number of active Medicare and Social Security scams is on the rise. Criminals are becoming more tech-savvy, meaning they are able to dupe...

Barchart

Dear UnitedHealth Stock Fans, Mark Your Calendars for April 21

UNH stock is facing very tough challenges as the company gears up to report first-quarter earnings.

Fortune

The ticking time bomb buried in Trump’s 2027 budget

$7.8 trillion in extra revenue, GDP growing at 3%, vanishing deficits, and a 42% defense hike—to skeptics Trump’s math just isn’t adding up.

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The Conversation

How does Medicare’s new Mental Health Check In work? Is this low-intensity CBT likely to help?

If you’ve been struggling with your mental health lately, a new free service could help. Medicare Mental Health Check In launched earlier this year to give more Australians access to mental health care.

GOBankingRates

Side Hustle or Second Job? How Extra Income Could Backfire on Your Taxes If You’re Not Careful

Extra income can make tax time more complicated. Learn how self-employment taxes work and discover expert strategies to protect your hard-earned profits.

Latin Times

Thousands of Immigrant Seniors Face Medicare Cutoff Despite Years of Contributions: 'This Is Not How I Imagined Getting Old'

The Trump administration and Republican lawmakers have defended the measure as a way to reduce federal spending and limit benefits for noncitizens

Saving Advice

5 Exciting New Medicare Benefits For Seniors

If you’re on Medicare—or planning to enroll soon—2026 is shaping up to be one of the most important years for changes in benefits. While rising...

GOBankingRates

I’m a Financial Planning Expert: Common Tax Mistakes Seniors Make and How They Impact Retirement Income

Financial experts Tyler End and Lance Morgan explained tax mistakes seniors make including poor withdrawal sequencing, ignoring Medicare costs and more.

Saving Advice

New Scam Targets Seniors With Fake Medical Devices — Here’s How to Spot It

If someone calls offering a “free” medical device covered by Medicare, it might sound like a blessing—but it could actually be a costly scam. Across...

The Free Financial Advisor

How Medicare’s Income-Related Surcharge Sneaks Up On Retirees

The number looks small at first glance, almost harmless, tucked neatly into a government notice that feels more routine than urgent. Then the math starts to pile up, month after month, year after year, and suddenly that “small” surcharge turns into a budget disruptor with serious staying power. Medicare does…

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