Success Stories
Success Story: Navigating Medicare Medical Equipment Coverage and Travel
Lidia needed help with Medicare medical equipment coverage and travel rules. Here's what we shared to save her time and headaches.
Retirement Income
Financial Tip: Using Installment Sales to Avoid Medicare IRMAA Surcharges
There's a sinister Medicare surcharge called IRMAA that hits when you sell appreciated assets. But there's a legal way around it.
Lifestyle & Mindset
9 Signs You May Be Low in Vitamin D
Vitamin D is crucial for many body functions. Here are 9 key signs that you may be deficient in this essential vitamin.
Lifestyle & Mindset
Why Am I Me? How Missed Opportunities Shape Who We Become
We've all had those woulda, shoulda, coulda moments. But those missed opportunities, good or bad, have made you...you!
Lifestyle & Mindset
Turkey Time! How Thanksgiving Became America's Feast
From George Washington's first Day of Thanks to Lincoln's national holiday, discover how turkey became the star of America's Thanksgiving table.
Success Stories
Success Story: How Sarah Unlocked $200K From Her Variable Annuity
Meet Sarah, a lively young grandmother who discovered she could keep her $2,700 monthly income while freeing up $200,000 for other dreams.