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Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Togethe...
I want to retire now and pay for health insurance until we get Medicare. My wife says we should work 10 more months. Who's right?
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveli...
With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.
Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you ...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how even a small increase can affect your retirement costs.
Whether you’re months away from your 65th birthday or you're planning to work past retirement age, this guide will walk you through the exact steps to secure your coverage, avoid costly mistakes and e...
The White House has insisted that the “one big beautiful bill” does not touch Medicare benefits. And it’s true that no standard Medicare benefits are reduced or eliminated under the One Big Beautiful ...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
FROM THE ARTICLE. From RMDs to longevity risk, these concepts shape how long your savings last. By David Hochman, AARP. Published January 13, 2026. Most of us have spent decades earning paychecks, jug...
I know a lot of us spent months agonizing over which plan to pick during the fall. Just a heads up that if you started a new Medicare Advantage plan on Jan 1 and you already regret it (or found out yo...
I manage mine. We had a money manager, but discovered after decades with him that he was collecting a 1% management fee plus there were commissions on some purchases as well as high loads on other fun...
Should you get the same Medicare coverage as your spouse? As in most things in life, the answer is it depends.
Wealthy retirees often overlook Social Security. But timed properly, it can drive tax efficiency, keep Medicare costs in check and strengthen your legacy.
CMS has launched the BALANCE Model, a five-year test to lower costs & expand Medicare access to GLP-1 weight-loss drugs while tackling coverage & adherence challenges.
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...
In this interview, I talk with the Director of the Idaho Department of Insurance - Dean Cameron - who is standing up to major Medicare Advantage insurance companies. These companies are eliminating co...
Medicare premiums and taxes can shrink Social Security benefits. Plan ahead to protect retirement income.
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most people give to charity because it’s meaningful to them — not because of the tax break. And that’s the right ...
Roth conversions can save thousands in taxes, but they can also trigger Medicare IRMAA surcharges that quietly add up to more than $5,000 a year. Most retirees never see it coming, because the rules f...
Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and Medicare gotchas, as well as the scammers.
Medicare Part D open enrollment ends Dec. 7. Compare drug plans now to avoid higher costs and coverage gaps in 2026.
About 10 years ago, I tried logging onto SSA.gov to check my Social Security benefits. You would think after decades of paying FICA taxes (6.2% for SS, 1.45% for Medicare), the government might make i...
Along with the occasional aches and pains, growing older can bring surprise setbacks and serious diseases. Longtime relationships with doctors people trust often make even bad news more tolerable. Los...
A quick overview of Medicare’s 2026 cost increases, including new Part A and Part B premiums, deductibles, IRMAA brackets, and Medicare Advantage out-of-pocket limits....
Traditional Medicare vs. Medicare Advantage plans. Which is better?...
Trump's deal slashes GLP-1 drug costs for Medicare beneficiaries and others, unlocking coverage for millions with obesity and related conditions....
With the 2025 rapidly coming to a close, here's how Flex Cards work and a guide on the best items to stock up on before December 31....
Learn How AARP is Fighting for Better Medicare...
Take This Course to Feel Prepared About Enrolling in Medicare...
Get Answers to Medicare Questions With Our On-demand Webinars...
Ask AARP: AI-powered Tool to Get the Most Out of Medicare...
Test your basic knowledge of HSA accounts and Medicare in our quick quiz....
If you’re hoping the 2026 Social Security COLA will help ease the pressure of rising costs, don’t get your hopes up. The 2026 increase is only 2.8%.¹ With inflation, Medicare premiums...
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here's why. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My...
Retiring soon. Looking for insights on my ability to retire, and things I haven’t considered — especially from women in similar life circumstances. I have 600K in mixed retirement accounts...
Nearly 10,000 people in America turn 65 every day. Why is that significant? It signals Medicare eligibility and shines a light on Medicare supplement insurance, known as Medigap....
The Medicare.gov plan finder has been experiencing some technical issues during Medicare Open Enrollment....
“Through the historic Inflation Reduction Act, the Medicare program is meeting the needs of people with Medicare more than ever ... Read more...
Most retirees think tax planning ends with knowing their tax bracket, but that's just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemingly s...
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
In this episode, we tackle Kay's questions about managing her IRA and Roth accounts in retirement. With significant assets, no LTC insurance, and children in differing financial circumstances, Kay wan...
Today's episode is part rant, part answer to Mike's question about the high cost of prescription drugs under Medicare Part D. We dive into why these costs are so steep, explore alternatives like Canad...
Recently, in her Motley Fool article, A Big Reason the Famous 4% Rule May Not Work for Your Retirement, Maurie Backman confirmed what we have been telling our readers for years—you aren’t ...
FROM THE ARTICLE. 6 Big Social Security Changes for 2026. COLA increase, higher Medicare costs and a new tax break will affect beneficiaries’ bottom lines in the year to come. By Deirdre Shesgre...
The government has recalled approximately 3,000 workers to assist with Medicare and ACA Marketplace Open Enrollment....
More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study....
Here’s what to know before you commit....
We covered stories about the shutdown, Medicare and vehicle recalls this week, but why? Test yourself on the latest financial and business news....