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From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.
December 17 -
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.
December 13 -
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?
December 11 -
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.
November 27 -
In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.
November 13 -
As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11 -
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7 -
Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.
September 19
Real Easy Medicare -
Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.
August 12 -
GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.
July 9 -
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.
December 26 -
If you have any questions about Medicare, health care expenses and retirement, Ben Storey has the answers. Watch our interview here.
December 5 -
For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.
November 22 -
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety.
November 21 -
The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.
September 28 -
3 viable options for under-65 clients trying to bridge the gap between quitting work and Medicare.
May 23
Caribou -
From deciding whether to combine finances when getting married to when it's right to start claiming Social Security in retirement, financial advisors can help clients navigate life's financial questions.
May 12 -
A vast amount of American wealth is never taxed for Social Security. Why not close the gap?
March 13 -
The president says his plan will keep the program solvent into the 2050s, "without cutting a penny in benefits."
March 7 -
Republicans booed when President Biden accused them of wanting the benefits to "sunset." But was he telling the truth?
February 9

















