5 Financial To-Dos Before the End of 2024 Check off these tasks now and you’ll start 2025 on the right financial foot. Christine Benz and Susan Dziubinski Nov 7, 2024
How to Retire: Understand and Plan for Long-Term Care Howard Gleckman discusses the reality of long-term care today. Christine Benz Oct 31, 2024
Are Consumers Better Off With Medicare Plus a Medigap Plan? Key things to keep in mind when choosing Medigap plans, and the role that private insurance brokers play in Medicare decisions. Jess Bebel Oct 27, 2024
Phil Moeller: A Road Map for Navigating Medicare The author of ‘Get What’s Yours for Medicare' discusses traditional Medicare versus Medicare Advantage, shopping for Medigap plans, and recent reforms to prescription-drug coverage. Christine Benz and Amy C. Arnott, CFA Oct 22, 2024
Medicare Open Enrollment: What to Know as You Enroll for 2025 Key changes will take effect this year as a result of the Inflation Reduction Act. Mark Miller Oct 15, 2024
How to Find the Best Health Savings Account We break down the benefits of HSAs and Morningstar’s ratings of the top providers. Margaret Giles, Greg Carlson, and Ivanna Hampton Oct 4, 2024
3 Tricks for Getting the Most Out of Your HSA Enjoy maximum tax savings while preserving flexibility. Christine Benz Sep 26, 2024
How to Retire: Stay Flexible With Your Retirement Spending Derek Tharp discusses how to adjust your spending throughout retirement. Christine Benz Sep 26, 2024
Can You Save Too Much in a Health Savings Account? Even savers whose assets exceed their healthcare expenses have some escape hatches. Christine Benz Sep 11, 2024
How Likely Are You to Need Long-Term Care? Examining the facts on the average incidence and duration of long-term care needs and who’s most likely to have a severe, sustained long-term care need. Christine Benz Jul 12, 2024
Is Fixing Social Security and Medicare as Dire as It Seems? Fifty years after the Employment Retirement Income Security Act, high levels of retirement risk point to the need for solutions. Mark Miller May 23, 2024
Today’s Market Volatility Could Provide Tomorrow’s Opportunities Plus, the Medicare changes in 2024 that could save recipients money. Mark Miller, Sarah Hansen, and Ivanna Hampton May 10, 2024
I’m 65 and Still Working. Should I Enroll in Medicare? How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment. Mark Miller Apr 22, 2024
What to Know About Health Insurance and Taxes When You Get Married And more financial tips for women on family care planning, donations, and the wash-sale rule. Sheryl Rowling Apr 22, 2024
3 Key Retirement Decisions Affected By Higher Yields How to factor in higher rates when deciding whether to purchase an annuity or buy long-term-care insurance. Christine Benz Mar 1, 2024
How to Preserve Your HSA Eligibility Beyond Age 65 Retirees may need to delay starting Medicare and Social Security. Kitces.com Jan 26, 2024
How Medicare and Social Security Affect HSA Eligibility Those 65 and older who want to contribute to a health savings account must plan ahead. Kitces.com Jan 24, 2024
Are the Latest Alzheimer’s Treatments Worth the Cost? Expert on aging and caregiving weighs in on the state of long-term care in the U.S. Jess Bebel Jan 19, 2024
Howard Gleckman: ‘We Pretend This Isn’t a Problem’ An expert on aging discusses long-term care in the U.S., including the toll on caregivers, innovations in Alzheimer’s disease treatment, and the financial ramifications for older adults. Christine Benz and Amy C. Arnott, CFA Jan 16, 2024
Make the Most of Your HSA Benefits and Investments in 2024 Also, Morningstar’s rankings of the best health savings account providers and a breakdown of the HSA triple-tax advantage. Margaret Giles, Greg Carlson, and Ivanna Hampton Nov 24, 2023