Lifestyle & Mindset
The Hidden Cost of Medicare Plan Loyalty
Your Medicare supplement premium went up. Before you just pay it, do the math on what loyalty is really costing you.
Retirement Income
Investing Peacefully in Turbulent Times: Why Retirees Should Consider Fixed Indexed Annuities
For seniors facing market anxiety, Fixed Indexed Annuities offer growth potential without the risk of losing your principal—even when markets tank.
Lifestyle & Mindset
Fiscal Fridays Is Here: A Live Retirement Show Like Nothing You've Seen Before
Tomorrow morning, the cameras roll on a brand new live retirement show in Scottsdale. Here's what to expect from Fiscal Fridays.
Retirement Income
How a Roth Conversion Affects Your Social Security Tax and Medicare Premium
A $150,000 Roth conversion saved one couple a fortune in future taxes. It also triggered $4,600 in Medicare surcharges they never saw coming.
Lifestyle & Mindset
Making the Most of Summer Visitors in Retirement
Your visitors, whether family or friends, are what make you...you! Here's how to create memorable experiences together.
Medicare & Healthcare
The Math Most City of Scottsdale Employees Never Run Before They Retire
You've spent 20 years serving the city. But most Scottsdale employees never compare their ASRS group Medicare Advantage plan to what's available on the open market. The numbers surprise almost everyone.