Articles by Justin:

Will Your Premiums Go Up for Medicare IRMAA in 2026?

An unexpected jump in Medicare premiums can catch retirees by surprise and disrupt their carefully...

Woman meditating on a yoga mat.

The Roth IRA 5-Year Rule: What It Is and How Does It Work?

Your retirement comes together piece by piece to form the life you picture, whether it's enjoying...

Older couple standing together on a beach at sunset, looking out at the ocean and enjoying a peaceful retirement moment.

Is Long-Term Care Tax Deductible?

Over their careers, the Johnsons have frugally saved and meticulously invested to achieve their ideal...

Senior woman looking at caregiver.

Does Medicaid Cover Long-Term Care?

No matter how healthy and active you are today, the reality is that seven out of ten people who reach...

Senior couple receiving long-term care.

When to Sign Up for Medicare If You’re Still Working at 65

Turning 65 is a significant milestone, not just for making another trip around the sun but also for...

Seniors discussing Medicare enrollment options with advisor.

How to Navigate Social Security Survivor Benefits for a Spouse

When a loved one passes away, you may need to take some time to process your emotions and seek solace....

Middle-aged couple embracing in autumn.

The Benefits of Return of Premium for Long-Term Care Insurance

Thanks to advancements in science and technology, Americans are living longer. While this is objectively...

A multigenerational family sits on a couch.

Simple Guide to Inherited IRAs for Spouses and Non-Spouses

Being named as the beneficiary of an individual retirement account (IRA) is a testament to the deep love...

A woman talks on the phone while reviewing documents.

Dealing With Inheritance Tax: How to Maximize Your Legacy for Beneficiaries

Wanting what's best for your loved ones is natural, and leaving an inheritance can demonstrate your...

A multigenerational family.

Does Passive Income Affect Social Security Benefits?

Would you like to earn money while sipping coffee on your porch, spending time with your grandchildren,...

A couple in their 50's relax in their home on the living room couch, enjoying reading and surfing the internet on their mobile touchscreen phones and computer tablet.