Be Forewarned: Medicare Open Enrollment Brings Out the Scammers 

We’re less than a month away from open enrollment season for the 2026 calendar year. That’s good news and bad news.  The good news is that you can get a head start on choosing the Medicare plan that’s best for you for the upcoming year. By starting now, you can really...

When and How to Tap Your Home Equity in Retirement 

The figures on home equity are pretty breathtaking. As the oldest baby boomers are about to turn 80 in the next few years, members of this huge generation (plus their older counterparts from the so-called Silent Generation) are sitting on half of the nation’s home...
Choosing the Best Post-Retirement Strategy for Your 401(k) 

Choosing the Best Post-Retirement Strategy for Your 401(k) 

So, you’ve finally retired. Congratulations – this day has been decades in the making! Now that your last day at the office, on the shop floor, or in the classroom is finally here, we have just one question: what do you want to do about your 401(k)?  As recently as...
Like Two Sides of an LP: Considering “The Vinyl Rule” of Retirement

Like Two Sides of an LP: Considering “The Vinyl Rule” of Retirement

As John Lennon is often credited as having said, “Life is what happens when you’re busy making other plans.” Nowhere is that axiom truer than in retirement. While planning is essential, we have to remember that living well is the point. There comes a time when we need...