Hitting the Books during Spring Break

As kids, most of us anticipated Spring Break as a time to escape from reading, books, or anything that remotely resembled “heavy” thinking. However, as I’ve gotten older, I find that I anticipate Spring Break or any vacation as a great opportunity for leisure reading. With that in mind, I have a handful of Spring Break-worthy books related[…..]

Understanding Your Social Security Benefits; Changes April 2016

Recently, enjoying a dinner out with good friends, I learned my girlfriend’s husband was about to turn 66.  I tried to focus on the fabulous dinner, but honestly, I was thinking, “What are your plans for claiming Social Security benefits?”  A financial planner plans in so many environments, not just in the office! When the time was right, I asked! […..]

A Little Irish Inspiration – Living Simply and Happily

“May the road rise to meet you…” and other pearls of wisdom inspired by St. Patrick’s Day. Green beer, corned beef, and the traditional Irish blessing that starts “May the road rise to meet you…” receive varying degrees of attention and contemplation—depending on your proclivities—around St. Patrick’s Day. Regardless of your opinions on beer and Irish food,[…..]

Medicare Cost Increases

The same time it was announced that Social Security recipients won’t receive any increases in their benefits, the government announced that certain Medicare participants would be paying dramatically higher premiums for Medicare Part B, the highest price jump in the program’s history. In general, the higher premiums will affect 30% of 2016 Medicare beneficiaries – roughly 7 million[…..]

Medicare Fix-It (for now)

Congressional leaders and the Obama Administration have fixed the potentially alarming increase in Medicare Part B premiums under the recently-passed government budget deal. Medicare Part B covers most health care services outside of hospitals, and thus represents one of the biggest expense items in the government-run health system.  The program is voluntary, but 91% of all Medicare[…..]