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David Goldstein

What is an IRA? A Guide for Seniors and Baby Boomers

An Individual Retirement Account (IRA) is a type of retirement savings account that can help seniors and baby boomers save for retirement. IRAs come in several different forms, including traditional, Roth, SEP, SIMPLE, and Self-Directed IRAs. Each type offers different benefits and it is important to understand the differences between each when deciding which IRA […]

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Retirement Planning: Bridging the Gap Between Belief and Reality

There is no doubt that retirement planning is important. With many Americans living into their 80s and 90s, it’s more important than ever to ensure that your finances are in order so you can enjoy your golden years. Despite the wealth of saving and financial wellness options created by the retirement industry, there is still […]

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What Baby Boomers Need to Know About Aging in the US

Baby Boomers in the United States are aging with more financial security than previous generations. However, there are some unique challenges that this generation faces that may not have been present for their parents or grandparents. In this blog post, we will explore some of these challenges and discuss strategies to help baby boomers navigate […]

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How Baby Boomers Are Struggling to Survive In a Volatile Economy

The baby boomers are aging, and many are looking forward to the retirement years they have worked hard for. Unfortunately, however, their plans for retirement are being disrupted by a volatile stock market and increasing inflation. These retirees are being locked into low-interest bonds, annuities, and other investments that do not keep up with inflation. […]

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Government Overpayments of Medicare Advantage Plans

A series of recent audits have revealed a concerning trend in the way that Medicare Advantage plans have been receiving payments from the government. According to reports, a sampling of billings showed nearly $12 million in net overpayments for about 18,000 patients between 2011 and 2013. The Centers for Medicare and Medicaid Services (CMS) had […]

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Word Puzzles – How They Improve Brain Health

Word puzzles are a type of puzzle that challenges you to find a list of words hidden within a grid or other arrangement. They can be as simple as a list of words that you have to find in a jumble of letters, or they can be more complex, requiring you to unscramble clues and […]

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What To Expect in Your First 3 Months of Retirement

Retirement is a time of new beginnings and fresh starts. It’s a time to do the things you’ve always wanted to do, and to finally relax and enjoy life! However, it’s important to remember that retirement is also a major adjustment – especially in the first few months. In this article, we will discuss what […]

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Fixed Income – 5 Important Facts For Baby Boomers

For many baby boomers, retirement is just around the corner. And, while retirement can be a time of rest and relaxation, it’s also important to consider how you’ll generate income during this stage of life. For many people, that means relying on assets such as savings accounts and investments to produce a reliable stream of […]

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