Blog
When Should I Sign Up for Medicare
Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …
Market Commentary: Slow Start to Historically Worst Month of the Year
The Worst Month of the Year We noted last week that September was historically a rough one for stocks and after one week, that is playing out, as stocks just had their worst week since the Regional Bank crisis in March 2023. But let’s look at the bigger picture before we dive into the minu …
How much money is enough to feel wealthy?
In this episode, Bill and Grant discuss how much money is enough to feel wealthy, healthcare sticker shock, an update on Social Security and Medicare funding crisis, and why you could get some real deals on travel right now.
5 Tips for Getting the Right Medicare Coverage This Open Enrollment Season
Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or consider …
Market Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch
Up Four Months in a Row, But Here Comes September What a month it was for investors. We started off the month with some huge down days over worries centered around the yen carry trade unraveling and a slowing U.S. economy, only to get past those worries almost as quickly and see stocks move …
The Wall Street fear meter was running hot in August; we’ll check the current temperature
In this episode, Grant and Bill discuss the Wall Street fear meter was running hot in August, we’ll check the current temperature, new RMD rules, and the healthiest state for retirees.
