As we head into 2026, Medicare remains one of the most important (and misunderstood) parts of retirement. The good news: you don’t have to “figure it out” alone. A few smart, proactive moves can help you avoid common mistakes, reduce out-of-pocket surprises, and feel...
As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend to make the biggest difference—because small adjustments now can help protect your lifestyle later. Whether...
By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit, the IRS did issue timely guidance on two retirement-related provisions set to kick in next year. The...
Dec 22, 2025
By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means that an important deadline is fast approaching. Most of those who are age 73 or older will need to...
US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses. Micron Technology’s third-quarter results were excellent and helped propel technology stocks after the announcement. Western Digital, Seagate, and Sandisk, other...
