November 28th, 2022 David Goldstein
Retirement planning is a critical step for everyone, no matter where they are in their career. One of the most popular and effective ways to save for retirement is by setting up a 401(k). A 401(k) is an employer-sponsored retirement savings plan that allows employees to set aside money from each paycheck before taxes and […]
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November 28th, 2022 David Goldstein
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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November 28th, 2022 David Goldstein
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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November 23rd, 2022 David Goldstein
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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November 23rd, 2022 David Goldstein
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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November 22nd, 2022 David Goldstein
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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November 22nd, 2022 David Goldstein
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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November 22nd, 2022 David Goldstein
If you have a 401(k) or IRA you can thank the IRS for making some changes primarily based on the effects of inflation on the economy. 401(k) and IRA Plans 401(k) plans help people save money for when they stop working. Your employer might help you save money by giving you extra money to put […]
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November 18th, 2022 David Goldstein
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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November 17th, 2022 David Goldstein
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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