Medicare Open Enrollment

Medicare-Eligible Woman Researching on the Computer

If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.

Personal Finance Numbers To Know

Personal finance budgeting

With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.

QUIZ: HISTORY OF MONEY

How much do you know about money—not about what money can buy but about the history of money in the U.S.? Take this short quiz, and let’s see if you get stumped!

NOT ALL MUNICIPAL BONDS ARE CREATED EQUAL

Some investors take an interest in municipal bonds when they learn about the potential tax advantages they offer. But it’s important to remember that not all municipal bonds are created equal, and the tax treatment of one can be much different than the tax treatment of another.

DO I NEED A BUDGET?

“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.

BACK TO SCHOOL: THE APPEAL OF A 529 PLAN

Paying for the cost of college is a critical financial goal for many families. Both students and their parents believe college is an important investment that can create opportunities.

AN INTRODUCTION TO TRUSTS

“Trusts? They’re for rich people.” We often hear this when we start a discussion about the role a trust can play in a family’s overall estate strategy.

RETIREES TALK ABOUT RETIREMENT

One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.

WHAT TO CONSIDER WITH A VACATION HOME

You’re on vacation, you have a little
extra money in your accounts, and you start to think, “this would be a great place to have a vacation home.”